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Paul J. Brahim, managing director, SVP, shares his thoughts on the “roll-up” model as part of Wealth Enhancement Group’s continued growth. Click Here to Read the Full Article.
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If you are a regular reader of this column, chances are you are eagerly anticipating retirement. After all, the point about learning about saving and investing is to have the retirement you want.
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The TA Associates-backed RIA aggregator said on Thursday that it has acquired Serafini Financial Group, an $853m hybrid practice based in Hagerstown, Md. Specific financial terms of the transaction, including its projected closing date, were not disclosed.
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Wealth Enhancement Group pulled in a Hagerstown, Md.—based RIA managing $853 million in total client assets, raising its total client assets to $39 billion. The selling firm, Serafini Financial Group, moved from Commonwealth Financial Network, a registered investment advisor and independent broker/dealer.
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Wealth Enhancement Group is acquiring RIA Serafini Financial Group, which has four financial advisors and $853 million in total client assets. The deal should close by Aug. 1 and bring WEG’s total client assets to some $39 billion. Click Here to Read the Full Article.
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Wealth Enhancement Group, an independent wealth management firm, has purchased Serafini Financial Group, a Maryland-based hybrid registered investment advisor with 12 total employees, four financial advisors and $853 million in total client assets. Following the acquisition’s closing, Wealth Enhancement Group’s total client assets now exceed $39 billion.
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Wealth Enhancement Group has bought Maryland-based hybrid RIA Serafini Financial Group which manages $853m in total client assets. Click Here to Read the Full Article.
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Wealth Enhancement Group, a Minneapolis, Minnesota-based hybrid managing $39.1 billion, has acquired Serafini Financial Group, a Hagerstown, Maryland-based hybrid that managed $853 million. Terms of the deal were not disclosed. Click Here to Read the Full Article.
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The independent wealth management firm has acquired Maryland-based Serafini Financial Group. Click Here to Read the Full Article.
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MINNEAPOLIS, Aug 5, 2021 /PRNewswire/ — Wealth Enhancement Group, an independent wealth management firm, today announced its acquisition of Serafini Financial Group, a Hybrid RIA based in Hagerstown, Md. with 12 total employees, four financial advisors and $853 million in total client assets. Upon the closing of the acquisition, Wealth Enhancement Group’s total client assets now exceed $39 billion.*
