Informed Family Financial Services Acquires Strategic Wealth Advisory
July 12, 2022
Informed Family Financial Services, a Norristown-based wealth management firm, has acquired Strategic Wealth Advisory and will merge the practices under the Informed Family Financial Services brand. The deal brings two staff members and two offices (in Reading and the Lehigh Valley) into Informed Family's platform, and Strategic Wealth Advisory's president Earl D. Schultz and advisor Shannon LaRosse join the expanded team.
- Buyers
- Informed Family Financial Services
- Targets
- Strategic Wealth Advisory
- Industry
- Wealth Management
- Location
- Pennsylvania, United States
- Transaction Type
- Buyout
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