Tag : Maridea Wealth Management

Maridea Wealth Management Welcomes River Cities Financial Services and Dietz, Futrell & Walters Insurance, Establishing First Ohio Presence
Finance Investments News

Maridea Wealth Management Welcomes River Cities Financial Services and Dietz, Futrell & Walters Insurance, Establishing First Ohio Presence

Business Wire
Marietta-area firms — serving clients since 1948 — bring integrated wealth management and insurance services to Maridea’s national platform under the leadership of Michael Anthony and Dustin Becker Maridea Wealth Management (“Maridea”) announced that River Cities Financial Services, Ltd. (“River Cities Financial Services”) and Dietz, Futrell & Walters Insurance, Inc.......
Maridea Wealth Management Acquires Park Ridge Financial, Expanding Chicago Presence
Finance Investments News

Maridea Wealth Management Acquires Park Ridge Financial, Expanding Chicago Presence

Business Wire
Founder Rick Pucci brings a full-service, personalized approach to financial planning to Maridea’s Chicago office Maridea Wealth Management (“Maridea”) announced the acquisition of Park Ridge Financial, Inc. (“Park Ridge Financial”), a Chicago-based advisory firm recognized for providing full-service, personalized financial planning — including investment management, retirement strategies, and estate conservation......
Maridea Wealth Management Acquires Ashford Investment Advisors, Establishing First Florida Practice
Finance Investment Services News

Maridea Wealth Management Acquires Ashford Investment Advisors, Establishing First Florida Practice

Business Wire
Daytona Beach-based, female-led firm brings $180 million in client assets and specialized retirement expertise to Maridea’s growing national platform Maridea Wealth Management (“Maridea”) announced the acquisition of Ashford Investment Advisors, a Daytona Beach, Florida-based wealth management firm with approximately $180 million in assets under advisement and management. The transaction marks......
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