Announced
Completed
Financials
Tags
Majority
Friendly
Private
financial services
financial planning
United States
Financial Data and Systems
Acquisition
Domestic
retirement planning
Single Bidder
Completed
Synopsis
SageView Advisory, an employee-owned and independent SEC-registered investment advisor, completed the acquisition of Summit Financial Consultants of Westlake Village, a provider of retirement planning and comprehensive financial planning services. Financial terms were not disclosed. "We are delighted to take the first step in bringing this outstanding group of financial advisors to SageView and the ever-expanding wealth management arm of this fast-growing company. Summit Financial Consultants, with its more than 30 years of serving clients, will amplify SageView's mission of delivering holistic financial planning at the intersection of retirement and wealth management. We look forward to working with the team," Randy Long, SageView Founder and Managing Principal.
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