TRUE Capital Management Acquires FS Wealth Sports & Entertainment

Creative Planning Acquires TrueWealth

September 1, 2020

Financial Services

Creative Planning Inc. has acquired Atlanta-based Registered Investment Adviser TrueWealth, which manages approximately $1.6 billion in assets. The deal expands Creative Planning's presence in Atlanta and adds TrueWealth's team of advisors and client relationships to Creative's national wealth management platform.

True Path Capital Strategies Acquires Premier Wealth Strategies Branches

March 14, 2025

Financial Services

True Path Capital Strategies, LLC has acquired the Oregon, Washington, California and Idaho branches of Premier Wealth Strategies from retired financial professional Jon S. Rustad. The deal expands True Path's geographic footprint and client base as part of its growth strategy to serve more households with retirement and wealth management services.

Wealth Enhancement Group Acquires Napa Valley Wealth Management and TrueNote Investment Advisors

March 31, 2022

Wealth Management

Wealth Enhancement Group has acquired Napa Valley Wealth Management and TrueNote Investment Advisors, two Northern California RIAs led by Kelly Crane that collectively oversee more than $400 million in client assets. The firms, headquartered in St. Helena, California with additional offices in Walnut Creek and El Cerrito, will join Wealth Enhancement Group and operate as the InConcert Napa Valley Team as the deal closes on March 31.

Carson Wealth Partners with True North Financial to Expand in Montana

September 29, 2024

Wealth Management

Carson Wealth announced a partnership with Billings-based True North Financial, bringing the six-person True North team into the Carson Wealth network as Carson's second Billings location. The True North team — led by Ty Vogele and including David Guenthner and Ryan Wittman — manages over $400 million in assets and will retain client relationships while gaining access to Carson's investment, tax and estate planning resources.

Wealth Enhancement Group Acquires FinTrust Capital Advisors

October 2, 2024

Financial Services

Wealth Enhancement Group has acquired FinTrust Capital Advisors, LLC, a hybrid RIA headquartered in Greenville, South Carolina that oversees approximately $2.39 billion in client assets. The 14-advisor team (plus 13 support staff) will join Wealth Enhancement Group as part of its continued Southeast expansion; Park Sutton Advisors served as exclusive financial advisor to FinTrust.

WealthCreate Acquires Multiple Independent Advisory Practices and Rebrands Under WealthCreate

August 12, 2024

Financial Services

Houston-based WealthCreate acquired Texas firms Studemont Group Planning and Steadfast Wealth Strategies, Arizona-based McConnell Financial, California-based FMC Financial Group, and a portion of Ohio-based OneSeven's book of business, adding nearly $50 million in AUM. The acquired practices will operate under the WealthCreate brand as part of a national expansion to broaden service offerings and scale its financial planning platform.