Announced
Financials
Tags
Domestic
Asset Managers and Custodians
registered investment advisor
Private
Majority
United States
wealth management
Acquisition
Friendly
Single Bidder
Pending
Synopsis
Wealth Enhancement Group, a national independent wealth management firm, agreed to acquire Washington Wealth Advisors, an independent RIA based in Falls Church, VA. Financial terms were not disclosed. "We are pleased to welcome Maura, Todd and the trusted team at Washington Wealth Advisors to Wealth Enhancement Group. Our two firms have remarkably similar cultures, wealth management philosophies and company values, all of which focus on delivering financial advice in the best interest of our clients. We are proud to partner with this team and eager to bring them onboard," Jeff Dekko, Wealth Enhancement Group CEO.
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