Sarasota wealth management firm acquired by Atlanta consulting firm
Generations Wealth Planning, LLC has been acquired by an Atlanta-based investment advisory firm.
Source: heraldtribune.com
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OneDigital acquires $170 million Florida firm
OneDigital Investment Advisors has acquired the assets of Generations Wealth Planning, a Sarasota, Florida-based firm managing $170 million.
Source: investmentnews.com