Ty J. Young Wealth Management Acquires Charlotte Financial Services, LLC
November 1, 2022
Ty J. Young Wealth Management, an Atlanta-based independent wealth management firm, has acquired Charlotte Financial Services, LLC of Matthews, North Carolina. The deal — closed in November 2022 — transfers the practice and client relationships of CEO John Kastraba, Sr to Ty J. Young as part of Kastraba's retirement and expands Ty J. Young's national footprint.
- Targets
- Charlotte Financial Services, LLC
- Sellers
- John Kastraba, Sr, Charlotte Financial Services, LLC
- Industry
- Financial Services
- Location
- North Carolina, United States
- Transaction Type
- Buyout
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