Overview

We are a group of advisors with a wide range of designations (CFP, CFA, JD, CPA) who collaborate to provide comprehensive wealth management services to clients, primarily on a fee-only basis . We currently manage around $175M. We are looking for firms that want to merge, sell or establish continuity/succession partnerships.


Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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