Our Approach
Strategizing the future of finance
Our approach is simple
We’re an independent consulting and recruiting firm specializing in transitioning top producing wealth managers and financial advisors from their current bank, wirehouse, broker-dealer, RIA or Custodian.
Our established relationships with the top firms in the world allow us to work directly with you and the client. We are your one-stop shop.
We strive to service our clients needs and will not stop until the perfect match is made. In any business, communication and relationship building is the key to success and we pride ourselves in making sure this is a priority.
If you are an advisor looking for your new home or an Independent Business Owner or Firm in search adding to your team, our consulting services will immediately get you the results you are looking for.
We recruit and consult for our clients nationwide. Our headquarters is located in Greater Boston.