Credent Wealth Management to merge with Personal Wealth Partners.

Credent Wealth Management, a provider of a broad range of financial management planning and advisory services, agreed to merge with Personal Wealth Partners, a provider of financial management services. Combined, the two firms will have $1.8bn AUM. Financial terms were not disclosed. “Partnering with Dan and his team was a natural fit for Credent Wealth Management. We’re always interested in learning where successful independent advisors are in their careers, business cycles and succession planning. We respect and value the entrepreneurial spirit of our current and prospective partners, and we share a common understanding that we can do more for our clients together than we can on our own. We’re thrilled that Dan and his team of professionals at Personal Wealth Partners are now a part of Credent,” David Hefty, Credent Wealth Management CEO.