Wealthspire Advisors to Acquire Sage Financial Advisors, a Nevada-Based Wealth Management Firm
Wealthspire Advisors LLC, an NFP company and independent investment adviser, today announced a signed agreement to purchase Sage Financial Advisors, Inc., a Nevada-based registered investment advisor (RIA). Sage manages approximately $194 million in assets* and maintains an office in Reno.
Source: carsonnow.org