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Announced

Global Wealth Management to acquire Gulf Coast Financial Planning.

Synopsis

Global Wealth Management, a provider of retirement planning solutions, to acquire Gulf Coast Financial Planning, a financial advisory company. Financial terms were not disclosed. "This partnership represents a natural progression for both parties, creating an immediate impact through shared resources, deeper insights, and enhanced service capabilities that we believe will greatly benefit our combined client base," Grant Conness, GWM Co-Founder and Managing Director.

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