Announced
Synopsis
Wealth Enhancement, an independent wealth management firm, agreed to merge with Pillar Pacific Capital Management, an independent registered investment adviser. Financial terms were not disclosed. "Throughout our history, Wealth Enhancement Group has predominantly focused its efforts on building localized scale in key markets in the Midwest and on the East Coast. As part of our longer-term strategy, however, we have always envisioned developing a strong presence in the vital Los Angeles and Bay Area regions. We are thrilled to bring Mindy Ying, Art French and the excellent professionals at Pillar Pacific Capital Management to Wealth Enhancement Group. Their success in serving individuals and institutions over several decades is a testament to the hard work they have devoted to building trusted relationships, along with the investments they have made in the operational infrastructure needed to deliver great client experiences," Jeff Dekko, Wealth Enhancement CEO.
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