A round-up of people moves and M&A deals across North America
M&A
The independent wealth management firm has acquired Truuwater Financial.
The transaction combines two San Diego-based wealth managers, expanding BWM to 14 professionals and total client assets of $1.2bn (£870m, €1bn).
This acquisition is the first step in BWM’s expansion strategy, which envisions tripling the firm’s assets to over $4bn by 2025, through acquisitions as well as organic growth.
Robert Meyer, Truuwater’s chief executive and chief investment officer, who will continue to serve as a member of the firm’s investment committee and a senior adviser with BWM.
/PRNewswire/ Goodman Financial Corporation has announced the hiring of their newest team member, Steven J. VanNostrand, CFP ® fulfilling the role of Senior.
Houston Wealth Management Firm Spreads the Cheer
Goodman Financial Corporation Donates to 14 Organizations
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HOUSTON, Jan. 14, 2021 /PRNewswire/ Each year, Goodman Financial Corporation, a fee-only financial advisory and wealth management firm in Houston TX, selects multiple non-profit organizations to provide a donation to. Goodman team members each select an organization to donate with such donation funded by the firm. This year, team members selected 14 organizations, and each received a donation in the amount of $500 to $2000.
The organizations selected this year include:
Arms Wide Adoption Service
Citizens for Animal Protection (CAP)
Dillon International, South Korea program