When we opened Patrick Casey and Associates llc in 2004, our objective was to help wealth management businesses grow and individual advisors improve their careers. Our clients, whether a firm or an individual advisor, have said time and time again how very satisfied they are with our performance. We have worked with a wide variety of clients, large/small, RIA, independents, banks, and wirehouses.
As the industry continues to change, PCA is evolving too and is now working with advisors who want to exit the business. We can provide the expertise whereby you receive offers for your practice or enter a sunsetting program.
If you choose PCA, we will do everything we can to assist you in meeting your business objectives. We look forward to that opportunity.