Tag: CPA Retirement Planning
Lightyear to Sell Wealth Enhancement Group to Private Equity Firm
Wealth Enhancement Group, an independent wealth management firm that oversees $11.8 billion in client assets, has been acquired by funds affiliated with TA Associates,...
Lightyear’s Wealth Enhancement Group to Acquire Another Billion Dollar RIA
Wealth Enhancement Group, an independent wealth management firm that oversees $11.8 billion in client assets, has agreed to acquire AEPG Wealth Strategies, a registered...
Lightyear-backed Wealth Enhancement Group to Buy Hybrid with $1.3 Billion in...
Wealth Enhancement Group, an independent wealth management firm that oversees $11.3 billion in client assets, has agreed to purchase Planning Solutions Group LLC, a...
Lightyear-Backed Wealth Enhancement Group to Buy Third Philadelphia Advisory Practice
Wealth Enhancement Group, an independent wealth management firm that oversees $10.4 billion in client assets, has signed a definitive agreement to purchase Wiley Group,...
Lightyear-Backed Wealth Enhancement Group to Buy $500 Million Advisory Practice
Wealth Enhancement Group, an independent wealth management firm that oversees $9.6 billion in client assets, has signed a definitive agreement to purchase Summit Planning...
Lightyear-Backed Wealth Enhancement Group to Buy $470 Million Advisory Firm
Wealth Enhancement Group, an independent wealth management firm backed by Lightyear Capital that oversees $9.7 billion in client assets, plans to purchase GDM Advisory...
Lightyear-Backed Wealth Enhancement Group Buys $276 Million Advisory Practice
Wealth Enhancement Group, an independent wealth management firm backed by Lightyear Capital that oversees $9.3 billion in client assets, plans to acquire OneSource Retirement...
Lightyear-Backed Wealth Enhancement Group Buys $350 Million Retirement Advisory Practice
Wealth Enhancement Group, an independent wealth management firm backed by Lightyear Capital that oversees $8.9 billion in client assets, has agreed to purchase Retirement...
