Announced
Synopsis
Wipfli Financial Advisors, a financial advisory firm, agreed to acquire Redwood Wealth Management, a provider of wealth management services. Financial terms were not disclosed. "From their technical expertise to their planning-first philosophy, Redwood brings exceptional professionals to our team. Their incredibly strong alignment with our firm's culture, mission, and values is going to enable an important transition for clients and empower both teams to deliver a high-quality and consistent client experience," Jeff Pierce, Wipfli Financial Principal and CEO.
Show Details & Financials
Search a database of more than 250,000 verified dealmakers
Receive automated updates on global transactions
Follow the activity, relationships and transactions of top dealmakers
© COPYRIGHT 2024 MERGERLINKS LIMITED.
ALL RIGHTS RESERVED.
15 BONHILL STREET, LONDON, EC2A 4DN, UNITED KINGDOM.