Announced
Completed
Synopsis
Lee Equity and Emigrant-backed Pure Financial Advisors, a financial education, planning and investment advice company, completed the acquisition of Fairhaven Wealth Management, a financial planning and investment management firm. Financial terms were not disclosed. "We're excited to welcome the Fairhaven team to the Pure family. Both teams are grounded in financial planning, tax-efficiency, prudent investment advice and share a passion for financial education. But what really sets this partnership apart is the cultural fit – it's a strong foundation for long-term success for both our clients and team," Brian Perry, Pure Chief Investment Officer.
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