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Stratos names business development director for Texas, Oklahoma amid expansion efforts

Stratos names business development director for Texas, Oklahoma amid expansion efforts
crainscleveland.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from crainscleveland.com Daily Mail and Mail on Sunday newspapers.

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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,. ....

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Stratos Wealth Partners rolls up New York RIA Truvium Wealth Management

It's the latest acquisition by Beachwood-based Stratos Wealth Partners, which is an integral piece of the Stratos Wealth Network. The deal adds $120 million in assets and a branch office in New York to the Stratos enterprise. ....

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Brown Wealth Management Accelerates Growth Strategy with Acquisition of Truuwater Financial, Creating Wealth Management Firm with $1.2 Billion in Client Assets

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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 business owners across the country.
Industry leader Jeff Brown founded BWM in 2005 and spearheaded its transition into an independent firm in 2015. From its earliest days, BWM was one of the pioneers of fiduciary client relationships in the wealth management space, specializing in intentions-driven financial planning. The firm s unique approach targets high-net worth professionals who are seeking a deeper and more holistic integration of financial planning and life coaching. This acq ....

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