Our expanding roots.
Nat Perlmutter, 乐动体育买球’s founder and CEO, works side by side with his daughter, Andie, and son, David—乐动体育买球’s COO and co-managing partner, respectively. Managing partner Amy Salo joined the firm in 2021. As 乐动体育买球 continues to grow, we delight in seeing many of our advisors work alongside their sons and daughters—a source of multi-generational advice that’s bolstered by both technical expertise and lived experiences.
Success begets success, and values attract the valuable.
乐动体育买球 boasts more than a hundred financial professionals and three locations. We’re especially proud of our unwavering commitment to the values we were founded on—respect, integrity, and loyalty—as well as our enthusiastic adoption of today’s newest and most innovative ideas. While we serve many more clients now than we did in our early days, we approach each new relationship, whether client or advisor, with the same values and care.
In addition to our 乐动体育买球 advisors, as a firm we serve as consultants to countless independent advisors around the country when they need our expertise for advanced insurance, estate and business planning strategies. If you are an independent advisor looking to partner with us, please click here.
A warm and rich mosaic of people.
When asked what sets us apart, advisors and clients alike point to 乐动体育买球’s inclusive, relationship-driven atmosphere. Here, advisors are given the tools to excel on their own terms, and are surrounded by industry standouts who champion their colleagues’ success and client impact. That so many of our advisors describe 乐动体育买球 as their “home away from home” speaks volumes—and proves that camaraderie, trust, and respect lie at the heart of our people-centered heritage.