Home News Advisor Group’s SagePoint Financial Recruits Five Wealth Management Practices

Advisor Group’s SagePoint Financial Recruits Five Wealth Management Practices

Advisor Group, a network of independent wealth management firms, reported that SagePoint Financial has recruited five firms that collectively oversee $331 million in client assets.

Advisor Group, a network of independent wealth management firms, reported that SagePoint Financial has recruited five firms that collectively oversee $331 million in client assets.

Granite Vista, founded and run by advisor David Christopher Benson, has $48.3 million in client assets and provides financial planning and wealth management services throughout Central Arizona. Benson joins from Securian Financial Services.

Perfected Wealth Management of Huntington Beach, California, advisor Daniel Campbell’s firm, oversees $32.2 million in client assets and specializes in holistic financial planning and wealth management. Campbell joined through The AmeriFlex Group, a hybrid independent registered investment adviser.

Bridges Wealth Management of Corvallis, Oregon, run by advisor Eric King, has $82.6 million in client assets and also joined through The AmeriFlex Group.

Legacy Financial Advisors Inc. of Lynnfield, Massachusetts, run by advisor Kenneth Moran, oversees $78 million in client assets and provides comprehensive advisory and financial planning services. Moran joined from Voya Financial Advisors.

Tartarini Financial Services of Woburn, Massachusetts, headed by advisor Richard Tartarini, oversees $90 million in client assets and specializes in financial planning and management services. Richard Tartarini also joined from Voya Financial Advisors.

SagePoint has approximately 1,300 advisors across the U.S.

The Advisor Group network, which includes SagePoint Financial, FSC Securities, Royal Alliance Associates, Securities America, Triad Advisors and Woodbury Financial Services, has approximately 10,100 financial professionals who oversee more than $475 billion in client assets.

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