Hightower Makes Strategic Investment in Financial Planning and Information Services (FPIS)
November 5, 2024
Hightower has made a strategic investment in Financial Planning and Information Services (FPIS), a 16-person wealth management and financial planning team based in De Pere, Wisconsin with over $1.1 billion in AUM. FPIS will retain its brand and leadership while gaining access to Hightower's national resources, including trust and tax capabilities, to support growth and succession planning.
- Buyers
- Hightower
- Targets
- Financial Planning and Information Services (FPIS)
- Industry
- Wealth Management
- Location
- Wisconsin, United States
- Transaction Type
- Growth capital
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