The secret of our success is the value of our people and our ability to match that value with our clients’ needs at the right time. 

We provide services designed to assist our clients with finding and placing qualified, top-tier candidates in the right job. We have developed a unique approach utilizing a variety of industry tools and channels in addition to proprietary methodologies and databases that enable us to network effectively across a global industry.

  • We offer permanent placement, consulting, and interim backfill staffing services. Our approach provides clients with the flexibility to hire consultants during or after engagements.
  • Our full-time staff has decades of hands-on industry expertise ranging from the executive level to the operations desk, uniquely positioning us to effectively understand our clients’ needs.


Our dedicated staff maintains a consulting/relationship database of over 5,000 industry experts for a niche client base. We pride ourselves on satisfying the most demanding needs of our clients with our unparalleled repository of available consultants created and maintained by industry veterans.

Understanding that our clients may have confidential plans for resource needs and not want to disclose their organization or name and contact information, we have developed a unique method for clients and prospective clients to submit resource requests. Without providing any contact information, clients and prospective clients can submit resource requests by simply creating an anonymous account and we will respond within 24 hours. 


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Our mission is to recruit highly skilled professionals in the Wealth Management industry. We search, foster, and maintain relationships with top-tier candidates and meticulously match their skills to our clients’ needs. This combined talent within our firm provides a unique opportunity for our clients as we effectively align the best qualified candidate with their requirements whether they are hiring someone on a contract basis or for full-time placement.”

Norma Canales,
Recruiting Director