Search

Partners: Tom Knippa, Brian Neal, Edison Byzyka, Charles Hart, Angie Lockwood, John Knowlton, Doug Lockwood, Dennis Kehoe, David Hefty, Chris Lipper, Stacy Hefty, Brian Davis, and Adam Spence. Not Pictured: Brian Remson.

Partners: Brian Neal, Edison Byzyka, Tom Knippa, Angie Lockwood, John Knowlton, Doug Lockwood, Dennis Kehoe, David Hefty, Chris Lipper, Stacy Hefty, Brian Davis, and Adam Spence. Not Pictured: Brian Remson, Charles Hart. 

We help advisors near the end of their career solve their succession plan with a great team to continue serving their clients, and a plan to deliver top value for their practice.

 

Many advisors are wearing too many hats and find their time diverted away from their clients. We provide a leveraged ensemble approach to client service, putting clients back in the center of the relationship and allowing advisors to do what only they can do: serve the firms best clients and find more of them.