Announced
Completed
Synopsis
MAI Capital Management, a full-service wealth manager and registered investment adviser, completed the acquisition of Lowe Wealth Advisors, a professional financial services provider that focuses on financial planning, portfolio management and wealth preservation. Financial terms were not disclosed. "This partnership allows us to maintain the personal service and relationships our clients value while enhancing our ability to meet their evolving needs through deeper investment and planning resources—including advanced estate strategies, expanded alternatives access and a broader knowledge base for complex client situations. We look forward to continuing the legacy my father began, now with the added backing of a national firm that shares our philosophy," Gregory Lowe, LWA Vice President, Chief Compliance Officer and Chief Operating Officer.
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