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Announced

Completed

Modera Wealth Management completed the acquisition of Bay Point Wealth.

Synopsis

Modera Wealth Management, a fee-only comprehensive financial planning firm, completed the acquisition of Bay Point Wealth, a registered investment adviser firm. Financial terms were not disclosed. "Bay Point's leaders share a commitment to a client-first, fiduciary approach that mirrors ours. We are excited to welcome the team to Modera and look forward to collaborating on ways to support the team and add value to their client relationships," Tom Orecchio, Modera CEO.

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