Announced

Completed

CW Advisors completed the acquisition of Capital Management Services and CBH Investment Group.

Synopsis

CW Advisors, a registered investment advisor, completed the acquisition of Capital Management Services and CBH Investment Group, two providers of financial planning and investment management services. Financial terms were not disclosed. "It is an exciting time at CWA. We are happy to have welcomed both the CMS and CHB teams to our firm in recent weeks. They bring a wealth of experience, and their client first focus is a natural fit with our firm’s culture. Their office locations expand our growing presence in Pennsylvania," CW Advisors, Scott Dell’Orfano CEO.

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MergerLinks - CW Advisors completed the acquisition of Capital Management Services and CBH Investment Group.