Overview

Wealth Management Group are independent investment advisors in the Nashville and surrounding area. We are interested in purchasing an advisors book of business if it includes AUM, annuities, mutual funds or brokerage accounts. We currently work in a team environment for white glove service to our clients. We can take on another advisor or purchase the assets from someone interested in transition or succession plans.

Last Activity
within 2 months

Business Data

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Clearing Firm / Custodian

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