Adds $1.5 billion in assets, three offices in the Mid-Atlantic market New York, October 1, 2020 – Wealthspire Advisors, an NFP company and independent investment adviser, today announced the signing of a definitive agreement for the acquisition of StratWealth, an award-winning wealth management firm serving families and retirement plans. StratWealth is based in Maple Lawn, Md., and operates additional offices in Annapolis and Salisbury. “StratWealth has a fantastic culture of client service and talented advisors that fit well with Wealthspire,” said Wealthspire CEO Mike LaMena. “Integrating them with our deep investment platform, robust technology and back office support structure will…
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