WEALTHSPIRE ADVISORS SIGNS DEAL TO ACQUIRE ROUNDANGLE ADVISORS
https://s.yimg.com/ny/api/res/1.2/xz240btVINlvezvQ5ZdZLw--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyMDA7aD02NzU-/https://media.zenfs.com/en/private_banker_international_938/76067dfab50a57d5582632b9bba4691b
✍️ Wealthspire Advisors has agreed to acquire RoundAngle Advisors, a registered investment advisory firm based in New Jersey, to expand its presence in the Tri-State area and support advisors who prioritize long-term client relationships.
👉 Wealthspire Advisors has agreed to acquire RoundAngle Advisors 👉 The acquisition is part of Wealthspire's plan to work with advisory teams that prioritize long-term client relationships 👉 RoundAngle Advisors was founded by Jonathan Bernstein and has been providing financial planning services to households for over 10 years 👉 The team will continue to manage the practice and assist clients after the acquisition
-- #JonathanBernstein #MikeLaMena #NelaDiaz #Deirdre(Dee)DeRosa #NewJersey #Tri-Statearea #US #Canada #UK #business
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