Anuj brings deep industry knowledge to the group having served in many facets of asset and wealth management the past 20 years; the last eight with Wells Fargo. “We continue to see the most talented advisors leaving the wirehouses for independence. Carrying the label of a fiduciary and operating in an environment without conflicts of interest are becoming the minimum standard in our industry,” says Joseph Stock, Managing Partner.
“I am beyond thrilled to form this partnership with other highly talented advisors” adds Anuj Grover. “Operating as a pure fiduciary in a truly open architecture environment allows me to better serve my clients with a more personalized experience and provide unparalleled access to investment opportunities.”