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Rockville s Grove Point Financial acquired by Atria Wealth Solutions

Rockville s Grove Point Financial acquired by Atria Wealth Solutions
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Atria Completes Acquisition of Kestra s Grove Point Financial

The addition of Grove Point brings Atria Wealth Solutions to almost $120 billion in assets across seven subsidiary businesses.

Michelle barryDoug kettererEugene eliasWarburg pincusKestra holdingsKestra private wealth servicesKestra advisory servicesH beck incMorgan stanleyFinancial servicesAtria wealth solutionsFinancial groupInternational securitiesArden trust companyLee equity partnersGrove point financial

How advisors can help wealthy women who are primary earners

How advisors can help wealthy women who are primary earners
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RIA Roundup: Hightower Adds $3 2B in Assets

Hightower announced its 3rd billion dollar-plus acquisition and CUSO Financial added its 3rd credit in June, as no fewer than 7 deals were announced this week.

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Paso Robles Meritage Asset Management Group joins Grove Point Financial

Paso Robles Meritage Asset Management Group joins Grove Point Financial
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Andrea klipfelKevin klipfelPaso roble meritage asset management groupPaso meritage asset management groupMeritage asset management groupBusiness development rob engleGrove point financialPaso robles based meritage asset managementMeritage asset managementGrove pointExecutive vice presidentPaso robles daily news