Resources

Julie Caperton has been named as head of Wells Fargo Private Bank, a division of Wealth & Investment Management (WIM). Click Here to Read the Full Article.

Adding to its mid-Atlantic cluster of firms, RIA aggregator Wealth Enhancement Group acquired Lighthouse Wealth Management in New Market, Md.  Click Here to Read the Full Article.

Wealth Enhancement Group’s M&A train is rolling ahead full-steam. Click Here to Read the Full Article.

Wealth Enhancement Group has acquired a Frederick County investment adviser with $446 million in client assets to expand its presence in Maryland. Click Here to Read the Full Article.

Many people give donations at year-end to support their favorite charities–and to reap the tax benefits of doing so. But what many generous folks don’t realize is that, with some advance planning, there are efficiencies in charitable giving that can maximize both your gift and your tax deduction.