Overview

We currently have approximately $10 Billion in assets with Clients around the country. We are open to conversations with RIA practices that are looking to put succession plans in place, are entertaining outright sales, or simply needs a partner to help with their strategic direction. Every situation is unique and we will approach each opportunity as a customized transaction that is beneficial to both parties. Please let me know if this is a strategy you are interested in discussing. Thank you. Craig.

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