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Wealth Management

Consulting & Recruitment

If you're the kind of person who enjoys reading thought-provoking articles about the wealth management industry .. click the blue button!

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Placement, Recruiting & Consulting Services

We help Investment Advisors navigate the decision-making process when they are thinking about moving AND we evaluate the marketplace for employers seeking additions to their sales force.

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Book Valuation Services

We value and price IA's books of business when transitioning or when retiring, down-sizing, leaving the business or during marital breakdown. AND we build a strategy for finding the right buyer/seller.

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Succession Planning Services

We provide a clear and defined approach to an IA's retirement planning AND we find the ideal candidate with the same business style in building relationships

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