top of page


What We Do

Our objective perspective and unmatched industry knowledge, network and know-how benefits independent financial advisors and principals of wealth management firms who want to expand their enterprises when organic growth alone is not enough. Our creative solutions include the identification of:


Strategic partners.

Capital partners.

Succession opportunities.

Banks, CPA firms, private equity firms or other potential investors looking to expand within the wealth management space.

Merger and acquisition opportunities.

High quality advisors to enhance current staff and grow asset base.

Opportunities to off-load back office minutia and focus on core competencies in order to increase profitability.

When growth and enhancing enterprise value are your goals, we provide unmatched access to a customized set of solutions.

Executive Search & Recruitment

Specialize in Business Development, Relationship Management and Recruiting Financial Advisors, Sales Managers, CFP's, Insurance Producers for over 90 financial companies, including Wirehouses, Wealth Management firms , Independent Broker Dealers and RIA's,Hybrids and Insurance based planning offices.

Practice Areas
  • Management Consulting

  • Talent Acquisition

  • Business Development

  • Training​

  • Compensation Negotiation

  • Mergers & Acquisitions

  • Succession Planning 

  • Seminars

bottom of page