Moving into new stage of growth, the $33 billion, partner-owned RIA has created a digital app to “seamlessly” connect clients—with their advisors and with each other.
Mike Durso, CEO of Shorehaven Wealth Partners, shares how bringing his diverse experience and institutional knowledge to the family business informed their decision to go independent and their vision to build a legacy.
Join this complimentary webinar on November 3rd to discover how a low-code approach can accelerate digital transformation in wealth management and enhance client experiences.
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