Announced
Completed
Synopsis
CW Advisors, a registered investment advisor, completed the acquisition of WGCA, a US-based registered investment advisor firm and Parsons, a financial advisory firm. Financial terms were not disclosed. "We are thrilled to welcome two more exceptional teams and their talents to CW Advisors. The team from Wolf Group is a terrific group of seasoned professionals and brings a deep expertise in tax planning to CWA. They will be a tremendous resource. The Parsons team, another outstanding addition, will be integral to our ongoing focus on organic growth," Scott Dell’Orfano, CW Advisors CEO.
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