We are a growing Hybrid RIA firm with several business channels that is seeking partnerships with like-minded advisors. We have a propriety digital marketing sales system which brings a consistent stream of HNW prospects to the firm. We also have several revenue channels including a full-service Tax Preparation division with CPAs on staff, insurance sales division which includes life, annuities, and Long Term Care, and a University sales division which allows us to manage university employee's in-plan 403b retirement accounts.

We are extremely client-focused and pride ourselves on providing a very high-touch and personalized experience for our clients. We follow a family-office model which includes offering services pertaining to investment management, financial planning, tax planning and preparation, insurance services, and estate planning.

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