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Large SLO-based wealth management firm bought out | Pacific Coast Business Times - Vimarsana News

Large SLO-based wealth management firm bought out | Pacific Coast Business Times

Published: April 2, 2024

San Luis Obispo-based wealth management firm Wacker Wealth Partners has been sold to EP Wealth Advisors for an undisclosed amount. Announced April 2, Wacker Wealth is the largest wealth management firm in San Luis Obispo with more than $1.2 billion in assets under management. This also expands EP's Wealth Advisors California reach into the Central

Source: pacbiztimes.com
Related Topics:
United StatesBryan CaldwellLuis ObispoJorge Mercado TuesdayLuis Obispo BasedWacker Wealth PartnersWacker WealthSan Luis ObispoAdvisors CaliforniaWealth Advisor Ryan CaldwellCentral CaliforniaAssociate RegionalBanking Amp FinanceLatest NewsTri County Economy
EP Wealth Advisors Buys $1.2B Wacker Wealth Partners - Vimarsana News

EP Wealth Advisors Buys $1.2B Wacker Wealth Partners

Published: April 2, 2024

EP grows assets by nearly $1.2 billion in Central California by acquiring Wacker Wealth Partners

Source: wealthmanagement.com
Related Topics:
United StatesDerek HolmanBob WackerBrian ParkerLuis ObispoBryan CaldwellWealth Partners Capital GroupWacker Wealth PartnersSan Luis ObispoCentral CaliforniaNorthern CaliforniaSouthern CaliforniaWacker Wealth
Experts warn of common tax mistakes while filing - Vimarsana News

Experts warn of common tax mistakes while filing

Published: January 28, 2022

People may not realize they have to include certain streams of income on their filings, including crypto currency.

Source: ksby.com
Related Topics:
Bryan CaldwellBranden WelshonsBetter Business Financial ServicesWacker WealthBetter Business FinancialBuild Back Better PlanCash AppChild Tax CreditsTax Filing