FYI: Located in a suburb of Philadelphia, Mainline Private Wealth is an RIA that works mainly with high net worth individuals to deliver high-level financial planning, with comprehensive reporting. The firm’s average client size is $5 million. Gary Droz is Mainline’s managing director, with 30 years of experience. In his role, he oversees the firm’s strategic initiatives.
Regards,
Ted
http://www.etf.com/publications/etfr/wealth-manager-focuses-big-picture-etfs?nopaging=1
