Modera Wealth Management Acquires Bay Point Wealth
November 21, 2024
Modera Wealth Management, a fee-only comprehensive wealth management firm, announced its acquisition of Bay Point Wealth, a registered investment adviser with offices in Annapolis and Stevensville, Maryland. Bay Point Wealth’s founder and principal said transferring ownership to Modera will enhance capabilities and improve services for Bay Point’s clients.
- Targets
- Bay Point Wealth
- Sellers
- Bill Hufnell (Bay Point Wealth founder and principal)
- Industry
- Financial Services
- Location
- Maryland, United States
- Transaction Type
- Buyout
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