Our Mission

Our mission is to be the firm of choice for financial advisors, staff and managers looking for a qualitatively rewarding experience in a firm transition.

CONFIDENTIALITY – Discrete representation of you is a cornerstone of our practice.
INTEGRITY – Communication you can trust
EXPERIENCE – Decades of Wall Street experience at multiple levels
KNOWLEDGE – Understanding your practice is important to your placement.
EFFICIENCY – Time is something we recognize has value to you!
CONNECTIONS – The vast Rolodex of contacts we have can open doors for you that you may not ever recognize without our help.
EXECUTION– Above all we realize that you are in a business to get things done. So are we. We can help you fulfill your dreams of being at a better place!