Wealth Enhancement Group Acquires Peak Financial Services, Inc.
July 9, 2024
Wealth Enhancement Group, a national independent wealth management firm, has acquired Peak Financial Services, Inc., a hybrid RIA based in Northborough, Massachusetts that oversees more than $123 million in client assets. The deal expands Wealth Enhancement Group's presence in Massachusetts and the Northeast and brings Peak Financial's founder Kevin O'Brien and his team onto Wealth Enhancement's platform.
- Buyers
- Wealth Enhancement Group
- Targets
- Peak Financial Services, Inc.
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Transaction Type
- Buyout
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