Announced
Completed
Financials
Tags
United States
Friendly
Single Bidder
investment planning
Domestic
Private
retirement planning
Acquisition
Asset Managers and Custodians
Majority
Completed
Synopsis
MAI Capital Management, a fee-based wealth management firm providing planning and investment advisory services, completed the acquisition of Wiener Financial Management, a provider of financial planning, advice, retirement planning, and investment planning services. Financial terms were not disclosed. “Wiener Financial Management adds depth to our existing mid-Atlantic team and complements MAI’s client-focused approach to meeting the needs of our clients. Through the acquisition process, we are able to equip advisors with the depth and breadth of resources necessary to meet the needs of their clients at all life stages,” Steve Trax, MAI Capital Management Regional President.
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