Wealth Enhancement Group, a Minneapolis-based wealth management firm managing $54.5 billion, has acquired Napa Valley Wealth Management and TrueNote Investment Advisors, firms led by Kelly Crane and headquartered in St. Helena, California, that oversee more than $400 million in client assets.
Terms of the acquisition were not disclosed.
The two acquired firms will become the InConcert Napa Valley Team of Wealth Enhancement Group.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
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.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound
