MODERN WEALTH EXPANDS IN CALIFORNIA WITH TWO ACQUISITIONS
https://s.yimg.com/ny/api/res/1.2/F15SkUJyRiOYoXPnS8e1fA--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyMDA7aD02NzU-/https://media.zenfs.com/en/private_banker_international_938/4cebca870d3db13a2e95b386b7268913
✍️ Modern Wealth Management acquires two firms in California, increasing its assets under management to over $7 billion.
👉 Modern Wealth Management acquires Wade Financial Advisory and Planned Asset Management 👉 Assets under management increase to over $7 billion 👉 Wade Financial Advisory manages assets exceeding $700 million 👉 Planned Asset Management manages over $350 million in assets 👉 Integration provides enhanced resources and capabilities for clients
-- #JasonGordo #NeeleshChampaneri #StephenTuckwood #MorrieReiff #JamieReiff #DerekBruton #California #Campbell #Calabasas #SiliconValley #business
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