Hey Mark and Tony — I’d love to meet in person (NY or Cleveland—your call) sometime in the next six weeks to reconnect and talk shop.
As I approach my 8-year anniversary with SWP, I want to make sure I’m aligned with your goals and continuing to bring real value.
Lately, I’ve been involved in some exciting partnerships—one with MAI Capital (who reminds me a lot of your setup) and another with a fintech group building AI solutions for advisors. They’re in talks to acquire Pocket Planner but hitting walls with integration—which opens up a big window of opportunity for growth-minded firms like yours.
Whether you’re eyeing acquisitions, considering exit strategies, or just looking to sharpen your edge—I’ve got insights worth sharing.
Let’s connect and explore how we can work more closely together.
Shoot me a few times that work for you.
5850 Waterloo Rd STE 140
Columbia, MD 21045
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