Announced
Completed
Synopsis
Allworth Financial, a national full-service registered investment advisory firm, completed the acquisition of FSA Wealth Management, a Needham, Massachusetts-based fiduciary advisory firm. Financial terms were not disclosed. "Our team was drawn to Allworth because of their experienced leadership team and the support they provide to advisors. Allworth has the resources in place to take care of the tasks that often pull advisors away from what matters most — taking care of clients. By freeing up our time and providing a deep bench of expertise, Allworth allows us to deliver an even higher level of service," Gavin Morrissey, FSA Wealth Management Managing Partner.
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