Wealth Enhancement Group Acquires Napa Valley Wealth Management and TrueNote Investment Advisors
March 31, 2022
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.
- Buyers
- Wealth Enhancement Group
- Targets
- Napa Valley Wealth Management, TrueNote Investment Advisors, Inc.
- Industry
- Wealth Management
- Location
- California, United States
- Transaction Type
- Buyout
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