Announced
Completed
Financials
Tags
Majority
Single Bidder
wealth management solutions
Friendly
United States
Management Consulting
Private
financial planning services
Acquisition
Completed
Private Equity
Synopsis
Savant Capital Management, a wealth management firm completed the acquisition of Kingston Wealth Management Group, a provider of wealth management and financial planning services. Financial terms were not disclosed. “Our philosophy of servicing clients to provide them the best advice and direction combined with our internal culture meshes well with Savant and we are thrilled to enhance our service offerings and innovation to our clients thought the Savant network. This is a game-changer for the Bloomington region,” Kevin C. Kingston, Kingston Wealth Founder and President.
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