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Wealthspire acquires $2 7 billion Private Ocean

Wealthspire Advisors is ramping up its acquisition game with an agreement to buy $2.7 billion Private Ocean, based in San Rafael, California.

West hartfordUnited statesSan francisco baySan franciscoGreg friedmanFriedman associatesCapital groupNew york based wealthspire advisorsPrivate oceanSan rafaelPrivate capital groupSan francisco bay areaSalient wealth managementLakeview financialMosaic financial partners

NFP s Wealthspire Advisors to Acquire California-based Wealth Management Firm, Private Ocean

New York (PRWEB) November 22, 2021 New York, November 22, 2021 – Wealthspire Advisors, an NFP company and independent investment adviser, today announced a

West hartfordUnited statesSan francisco baySan franciscoHoyt stastneyGreg friedmanWilmer cutler pickering haleMike lamenaCarl nelsonFriedman associatesCapital groupWealthspire advisorsPrivate oceanSan rafaelWest coastPrivate capital group

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