Savvy snaps up Schwab advisor, LaSalle St. adds former Atria OSJ, Perigon Wealth buys Vegas shop and other news from Modern Wealth, Freestone Capital and Thurston Springer.
California-based accounting firm Windes will leverage Integrated Partners’ platform to provide more comprehensive services for complex clients through a new wealth management practice.
The newest additions are the second and third teams to jump to Snowden Lane Partners from within the independent channel.
The acquisition of Daniels + Tansey adds advisory, investment and tax expertise to Creative Planning.
The acquisition of Sevenich, Butler, Gerlach & Brazil is the first in an M&A strategy focused on accounting firms and relationship managers.
With a niche focus on Taft-Hartley retirement plan sponsors, Mammini Company left Lincoln Investment to support an ambitious growth plan.
Ahead of Thanksgiving, Osaic-affiliated AmeriFlex added two teams in four states and Steward Partners moved into Georgia.