Tag: Sound Financial Solutions
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...