Announced
Financials
Tags
Friendly
financial planner
Single Bidder
Acquisition
Private
Management Consulting
Majority
United States
Domestic
Pending
Synopsis
NFP-backed Wealthspire Advisors, an independent investment adviser, agreed to acquire Sage Financial Advisors, a wealth management firm. Financial terms were not disclosed. “We are delighted to welcome Brian Loy and the Sage team to Wealthspire. They’ve built a strong planning-first business that prioritizes the client experience and aligns with our fiduciary model. With this addition, we expand our growing presence in the West, and further reinforce our firm as a truly national RIA,” Mike LaMena, Wealthspire CEO.
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