Wealth Enhancement Group Acquires Adirondack Retirement Specialists, Inc.
November 16, 2023
Wealth Enhancement Group acquired Adirondack Retirement Specialists, Inc., a hybrid RIA based in Queensbury, New York, bringing a team of two advisors and three support staff and approximately $272 million in client assets. The deal expands Wealth Enhancement Group's presence in the Northeast and adds retirement-focused advisory capabilities to its national wealth management platform.
- Buyers
- Wealth Enhancement Group
- Targets
- Adirondack Retirement Specialists, Inc.
- Platforms
- Wealth Enhancement Group
- Industry
- Financial Services
- Location
- New York, United States
- Transaction Type
- Addon
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