Announced
Completed
Synopsis
Beacon Pointe Advisors, an independent Registered Investment Advisory firm, completed the acquisition of Bridge Advisory, a wealth management firm. Financial terms were not disclosed. "Bridge Advisory was founded many decades ago on the concept that a financial advisory firm must put its clients first, above all else. The Beacon Pointe corporate leadership team, advisor teams, and their expansive quality of services are exceptional. Everyone we have worked with is extremely capable, experienced, and dedicated to the same principles that Bridge Advisory was founded on. With the many changes impacting our industry, and to continue in our mission, Bridge Advisory needed to find a partner with this same culture and client-first priority. We found that in Beacon Pointe and are elated about the future for our clients and team," Dave Penniall, Bridge Advisory Partner.
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