Announced
Completed
Synopsis
WPCG and HGGC-backed Waverly Advisors, a fee‑only, independent registered investment adviser, completed the acquisition of Forefront Wealth Management, a Malvern-based wealth management firm. Financial terms were not disclosed. “This partnership strengthens Waverly’s ability to deliver an exceptional client experience. Together, we are expanding the firm’s reach while staying true to a shared culture of collaboration and excellence,” Justin Russell, Waverly Advisors President and CEO.
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