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Cerity Partners Welcomes Lumina Financial Consultants

/PRNewswire/ Cerity Partners, a leading independent wealth management firm in the U.S., announced today it is merging with Lumina Financial Consultants, a.

United statesBrian lauzonJeanie schwarzJim tenniesKurt miscinskiClaire okeefeCerity partners head of partner developmentIncap group incCerity partnersLumina financial consultantsSan francisco bayFinancial consultantsSincap groupManaging directorPartners presidentCerity partner

InCap Group Congratulates McGervey Wealth Management on its Acquisition by Mariner Wealth Advisors

Baltimore, MD (PRWEB) January 26, 2023 InCap Group Inc., a premier boutique investment banking firm focused exclusively on the financial services industry,

New yorkUnited statesBrianr lauzonMatthew mcgerveyJim tenniesMike mcgerveySincap groupIncap group incCap group incMcgervey wealth managementMariner wealthGervey wealthCap groupPress release

InCap Group Congratulates RiverStone Wealth Management on its Acquisition by Carnegie Investment Counsel

InCap Group served as exclusive financial advisor to RiverStone Wealth Management BALTIMORE (PRWEB) December 29, 2022 InCap Group Inc., a premier boutique

New yorkUnited statesBrian lauzonBrianr lauzonLos angelesWes creeseSincap groupIncap group incRiverstone wealthCap group incRiverstone wealth managementCarnegie investmentInvestment counselCarnegie retirement planFort myersCap group

InCap Group Congratulates Rosen Capital Management on its acquisition by Creative Planning

Baltimore, Maryland (PRWEB) June 10, 2022 InCap Group Inc., a premier boutique investment banking firm focused exclusively on the financial services

New yorkUnited statesPeter malloukGlenn rosenSincap groupIncap group incCap group incRosen capital managementRosen capitalCreative planningPress release

InCap Group Congratulates Pineno Levin & Ford Asset Management, Inc on its acquisition by Dakota Wealth Management

Baltimore, MD (PRWEB) February 09, 2022 InCap Group Inc., a premier boutique investment banking firm focused exclusively on the financial services

New yorkUnited statesJeff levinFrank pinenoPeter raimondiBryan kellerSincap groupPineno levin ford asset management incIncap group incCap group incPineno levinFord asset managementDakota wealthWealth managementPalm beach gardensChief strategic officer

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