Announced
Completed
Synopsis
Beacon Pointe, an investment adviser, completed the acquisition of Benchmark Private Wealth Management, a financial planner. Financial terms were not disclosed. "We start every client and business relationship with trust, integrity, respect, and family. Since the day I stepped into the financial services industry I believed in a client-first, employee-second and shareholder-third mentality. This belief system has always served us well and kept our clients' needs at the forefront of our team. By joining Beacon Pointe, we now can take that client service standard to the next level thanks to Beacon Pointe's back-office support in the areas of planning, compliance and operations that will only enhance our service efficiencies," Wayne McCullough, Benchmark Private Wealth President and Managing Partner.
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.