Announced
Completed
Synopsis
Savant, a wealth management firm, completed the acquisition of Treybourne Wealth Planners, an investment advisory firm. Financial terms are not disclosed. “First and foremost, Savant’s growth strategy is based on partnerships that will make us and the industry better. The overall goal is to ensure we continue to enhance the service offerings we provide to clients. We have found the right partner with Treybourne Wealth Planners. We align culturally and our investment philosophies are similar. Plus, the level of talent and expertise they possess, paired with their desire to provide clients with enhanced tax planning and estate and trust services, provides for an ideal partnership," Brent Brodeski, Savant CEO.
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