Brighton Securities Acquires Worth Considering, Inc.
June 29, 2021
Brighton Securities, an employee-owned wealth management firm based in Rochester, New York, acquired Worth Considering, Inc., a fee-only Registered Investment Advisor led by David Peartree. Brighton will fold the Worth Considering team into a new RIA, Brighton Securities Capital Management (BSCM), to expand advisory and portfolio management services for financial advisors and individual clients; financial terms were not disclosed.
- Buyers
- Brighton Securities
- Targets
- Worth Considering, Inc.
- Industry
- Wealth Management
- Location
- New York, United States
- Transaction Type
- Buyout
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