Tag : personalized financial planning

Allworth Acquires Shorepoint Capital Partners, Cementing Boston Presence
Finance Investments News

Allworth Acquires Shorepoint Capital Partners, Cementing Boston Presence

PR Newswire
by PR Newswire0
The deal brings UHNW investment offerings and advisor leadership in a key growth market to Allworth’s growing national platform Allworth Financial, an award-winning, full-service national RIA, announced it has acquired Shorepoint Capital Partners, LLC, a Norwood, Massachusetts-based RIA with approximately $850 million assets under management (AUM). The partnership brings 10......
Hightower Makes Strategic Investment in Bluerock Wealth Management
Investments News

Hightower Makes Strategic Investment in Bluerock Wealth Management

Fintech News Desk
by Fintech News Desk0
Bluerock, a $700 million firm in Alpharetta, Ga., is joining Hightower to sustain and accelerate its double-digit organic growth Hightower announced it has made a strategic investment in Bluerock Wealth Management LLC (“Bluerock”), a $700 million advisory business in Alpharetta, Ga. Bluerock, which provides individuals and families with personalized financial planning, strategic investing and proactive tax consulting,......
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