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Wealth Enhancement Group Announces Acquisition of North American Management Corp , a Boston-Based RIA with $1 75 Billion in Total Client Assets

Wealth Enhancement Group Announces Acquisition of North American Management Corp , a Boston-Based RIA with $1 75 Billion in Total Client Assets
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United statesRobert scottJoseph kuo chris clemensJim cahnWealth enhancement advisory servicesTrust companyAmerican management corpHaven tower groupAmerican management team at wealth enhancement groupBusiness developmentWealth enhancement groupNorth american managementChief executive officerAmerican management chairmanChief investmentsBusiness development officer

Wealth Enhancement Group Kicks Off 2021 Announcing Acquisition of Reby Advisors, a Connecticut-Based RIA with $727 Million in Client Assets*

Share this article Share this article MINNEAPOLIS, Jan. 14 2021 /PRNewswire/ Wealth Enhancement Group, an independent wealth management firm, today announced its acquisition of Reby Advisors, an independent registered investment adviser (RIA) based in Danbury, Conn., with approximately $727 million in client assets . Upon closing, the transaction is expected to bring the number of Wealth Enhancement Group locations in the New York metro region to eight, while bringing the firm s total client assets to $27.2 billion. Founded by CEO Robert Reby in 1989, Reby Advisors focuses on working with small business owners, pre-retirees and retirees, guiding them in sound investment strategies to fulfill their life goals while also helping them avoid costly missteps in the planning and execution of their financial plans. The practice includes six financial advisors and specializes in investment management, along with financial, retirement, tax, education and legacy planning services. It al

New yorkUnited statesNew jerseyJoseph kuo chris clemensWealth enhancement advisory servicesReby advisory teams of wealth enhancement groupHaven tower groupWealth enhancement groupReby advisorsSocial securityReby advisory teamsWealth enhancementChief executive officerEnhancement groupPark suttonGreater minneapolis based

Mercer Advisors buys Atlanta Financial Associates

Nearly three decades after launching their practice, the two founders say they’re looking forward to spending more time with clients.

Chris blackmonCathy millerCarolyn armitageJulianne andrewsRick hendersonAtlanta financial associatesCharles schwabMercer advisorsAtlanta financialOak hill capitalEchelon partnersFinancial planningPark suttonPurshe kaplan sterling investmentsBlack mondayM amp a

Modera Wealth Management Announces Merger with Independence Advisors and TRIA Capital Partners Investment

Modera Wealth Management Announces Merger with Independence Advisors and TRIA Capital Partners Investment News provided by Share this article Share this article WESTWOOD, N.J., Jan. 12, 2021 /PRNewswire/ Modera Wealth Management, LLC (Modera) and Independence Advisors, LLC (IA) merged on December 30, 2020. The firm operates under the name of Modera Wealth Management, LLC, with combined regulatory assets under management of approximately $4.4 billion (as of 12/31/2019), over 1,900 clients across 40 states, 81 employees, and an office presence in Massachusetts, New Jersey, Pennsylvania, Georgia, North Carolina, and Florida. IA Principals Charles Boinske, CFA®, Mark Rioboli, CFP®, CFS, and Patrick Runyen, CPA/PFS, CFP® continue as Principals of the combined firm, bringing the total number of employee-owners to twenty and positioning Modera Wealth Management strongly for multi-generational stability.

United statesBack bayNew jerseyNorth carolinaSteven cortezCharles boinskeSteven levittAnna luiYvonne kannerRobert siefertKevin sweeneyMark rioboliSteve cortezPatrick runyenAnnie tronoskiTom orecchio