Announced
Completed
Synopsis
EP Wealth Advisors, an investment management, completed the acquisition of Capital Insight Partners, a Scottsdale, Arizona-based wealth management firm. Financial terms were not disclosed. “This partnership is about strengthening what already works. CIP’s clients will keep the same advisory team they know and trust, and will gain access to a broader bench across planning, investments, and specialized support as their needs evolve. We’re proud to welcome the CIP team to EP Wealth and continue building momentum across Arizona," Ryan Parker, EP Wealth CEO.
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