A team managing $350 million at Linwood Investment Advisors in Buffalo, New York, will join Cleveland, Ohio-based Fairport Wealth, bringing that firm’s assets under management to $3.3 billion.
Chicago-based Hightower helped facilitate the merger for Fairport Wealth, a Hightower advisory business, the firm said in a press release Thursday.
Geary and his team specialize in tax-aware wealth management for high-net-worth clients, and retirement plan consulting for corporations. The business will operate under the Fairport Wealth brand name.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
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Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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