Announced
Completed
Synopsis
World Investment Advisors, an investment advisory firm, completed the acquisition of TCG Wealth Management, a wealth management firm. Financial terms were not disclosed. “Joining World gives us access to broader investment platforms, advanced technology and operational support while letting us stay true to our fiduciary values. Our regional and personal connection with Boston Harbor Wealth Advisors was also crucial to our decision to join World. Their integrity, culture and client-service philosophy mirror our own, confirming this was the right choice for our clients and our team," Michael Cerato, TCG Wealth Management Managing Director.
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