Overview

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.

Last Activity
this week

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...