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Mercer Advisors Acquires $465M Colorado Firm

Published: January 3, 2024

Transitions Wealth Management serves about 400 clients and is based out of Denver, Colo.

Source: wealthmanagement.com

Related Topics:

United StatesBruce BendellDavid BartonMicheller Sandt WadeGary SaltzmanMichael SimmonsMercer AdvisorsTransitions Wealth ManagementAdvisor Growth StrategiesVice Chairman David BartonNew York Based Atlas PartnersGenstar CapitalOak Hill PartnersSan Diego Based Private Asset ManagementSteward Wealth ManagementFort WorthMallard Financial Partners