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Announced

Completed

Steward Partners completed the acquisition of Consilium Wealth Management.

Synopsis

Steward Partners, a full-service, employee-owned, independent financial services firm, completed the acquisition of Consilium Wealth Management, an independent, fee-based wealth management firm. Financial terms were not disclosed. "John and his team at Consilium represent exactly the kind of exceptional talent we're attracting as we build something truly special within Steward Partners' Legacy divisio. This isn't about transactions—it's about relationships. We're intentionally designing a culture where top-tier advisors identify the value in joining us because of the infrastructure, support, and future-forward vision we offer. John's expertise and the high-caliber clients he serves are a testament to the momentum we've built, and adding this incredible team accelerates that trajectory even further," Scott Danner, Steward Partners EVP & Head of Legacy.

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