Announced
Completed
Synopsis
Constellation Wealth Capital-backed Merit Financial Advisors, a national wealth management firm, completed the acquisition of Mennenga Tax & Financial, a Madison, Wisconsin-based wealth management and tax advisory firm. Financial terms were not disclosed. "The addition of Mennenga reflects Merit's continued focus on providing holistic financial planning which, in turn, will deliver more value to our clients. Marshall and his team's tax planning experience strengthens our approach and allows us to serve clients in a more comprehensive way," Zach Mersberger, Merit Financial Advisors Managing Principal and Partner.
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