Our primary clients over the last thirty years have been:

Financial Advisors

Portfolio Managers

All Types and Levels of Managers

Executives in the Financial Sector

Additionally, we assist financial advisors who are looking to either sell or buy existing practices.

We detail in a different section (What We Offer) the myriad of ways we assist our clients, but whatever their needs are, they hopefully will feel confident and comforted that they are being supported by a firm which has been helping those in the financial industry for over thirty years and values professionalism, diligence and integrity above all else.  No matter what situation we are assisting a client with, we will try our best to make sure that their next career move will be to a place where they will thrive, enjoy immensely, feel valued and be able to provide for their clients impeccable service.