Announced
Completed
Financials
Tags
financial planning
retirement planning
Majority
United States
wealth management
Private
Private Equity
Single Bidder
Acquisition
Asset Managers and Custodians
Friendly
Completed
Synopsis
Robertson Stephens Wealth Management, an independent advisor, completed the acquisition of Vine Street Wealth Management, an investment management advisory firm. Financial terms were not disclosed. "We are committed to helping our clients grow and protect their wealth. We take their trust very seriously and believe by partnering with Robertson Stephens we can deliver superior client service with their robust wealth management offering. We share the same vision and values and are excited for the vast opportunities this partnership will bring," John Bernabei, Vine Street Co-Founder.
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