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Diverger's Paragem partners with The Wealth Network
Diverger, formally known as Easton Investments, has partnered its Paragem network with The Wealth Network to help advice practices grow in an environment of declining adviser numbers.
Source: moneymanagement.com.au
Stratos Wealth Partners Welcomes Truvium Wealth Management With AUM Of $120MM
/PRNewswire/ -- Stratos Wealth Partners, a Stratos Wealth Network company, is pleased to welcome Scott Gegerson, CFP® and his firm, Truvium Wealth Management,...
Source: prnewswire.com
Brown Wealth Management Accelerates Growth Strategy with Acquisition of Truuwater Financial, Creating Wealth Management Firm with $1.2 Billion in Client Assets
Share this article Share this article SAN DIEGO, Feb. 11, 2021 /PRNewswire/ -- Brown Wealth Management (BWM), a fast-growing, independent wealth management firm, today announced the acquisition of Truuwater Financial. The transaction combines two leading San Diego-based wealth managers, expanding BWM from a team of nine professionals and $825 million in client assets to 14 professionals and total client assets of $1.2 billion, supporting a national client base of individuals, families and bus...
Source: prnewswire.com