Announced
Completed
Financials
Tags
Domestic
tax advisory
Friendly
Asset Managers and Custodians
Majority
Single Bidder
Private
bookkeeping
Acquisition
Completed
United States
Synopsis
Sage Path Financial, a provider of financial advice and guidance, completed the acquisition of Bruce D. Chambers Financial, a provider of tax preparation, tax planning, bookkeeping services. Financial terms were not disclosed. "We are excited for this step forward in our vision to provide all of our clients a clear journey through their financial world. At Sage Path, we believe in providing advice and guidance to help increase all elements of financial life. Bruce D. Chambers Financial acquisition enhances Sage Path's ability to provide estate and holistic retirement planning. This acquisition allows us to cover our client's financial needs from professional life to retirement and creating the legacy they envision," Jason Fuchs, Sage Path Managing Director.
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