Announced
Financials
Tags
United States
Domestic
Private
Friendly
wealth management
Asset Managers and Custodians
Acquisition
Majority
Pending
Single Bidder
Synopsis
Sequoia Financial Group, an SEC-registered wealth manager, agreed to acquire Affinia Financial Group, a wealth manager offering a specialty practice dedicated to special needs financial planning. Financial terms were not disclosed. "We look for partners that are making a meaningful impact within specific communities and share our passion for client service, philosophy, and values. Affinia's work with families who have members with special needs is an important addition to our firm. It supports Sequoia's 'built for you' strategy, which equips our advisors with the resources they need to have a deep and personal effect on our clients' lives," Tom Haught, Sequoia Founder and CEO.
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