Wealth Enhancement & Preservation's Acquisition Group specializes in identifying, targeting, and acquiring wealth management firms in the Southeast region. Our team has a successful track record of acquiring and integrating many registered investment advisors (RIAs) and wealth management companies. Our goal is to continue to build on our strong culture and client-focused model, ensuring synergy between our affiliates and clients.
Our process is to confirm a culture fit during the discovery process, outline an acquisition plan, and then implement an efficient and smooth transition. We offer a seamless transition for sellers by offering a high degree of operational expertise and a focus on ensuring all of our clients' well being. Past acquisition partners have been thrilled with our process and they have fully recognized the value of moving forward with our firm in selling their business. We operate with a high degree of flexibility for each unique seller when structuring a transaction, and ultimately, we make sure to put all firm client experiences first.
Head of Growth Strategies
firstname.lastname@example.org | (678) 739-0175