Provider of full-service financial planning and investment management intended to help clients navigate their financial lives. The company utilizes a continuous process method that involves comprehensive service, financial planning, investment management and fee-only pricing, enabling clients to make the best decisions by providing the necessary information to do so.
Generating Revenue
Acquired/Merged (Operating Subsidiary)
Corporate Backed or Acquired
The company was acquired by Private Ocean, a subsidiary of Salient Wealth Management, for an undisclosed amount on September 24, 2018. The acquisition allows the acquirer to serve clients in new and better ways and offer employees more opportunities to grow professionally.
Add a review