Overview

We are a fee-based wealth management firm with a focus on comprehensive financial planning. We are headquartered in Carlsbad, CA with a second office in Dallas, TX, and serve clients throughout the U.S. Currently, we are interested in growing our operation via a strategic acquisition, partnerships, or succession opportunities.

We are interested in speaking with advisors who are seriously considering selling their practice now or within the next 1-5 years. You will transfer your clients to a dedicated team of financial advisors who shares your vision & values, and cares about clients the way that you do. You will transition on your terms- sell your practice outright or transition it over time by joining our team practice and working with a group select clients.

We are also interested in speaking with mid-career advisors that are looking to join a team that enjoys working collaboratively to enhance productivity and deliver a positive client experience. Our firm has a proven transition process for advisors that would benefit from support and systems to help them grow their practice.

If you’ve been considering transitioning your practice or joining a new team, you probably have a lot of questions. My team and I are available to discuss any concerns you may have—from reviewing your succession strategy to discussing what your practice may be worth. All conversations will be kept in strict confidence. We look forward to speaking with you regarding your transition plans.

Last Activity
6 months or more

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