Wealth Management Acquisitions in Vermont
Showing 1 transactions.
-
September 11, 2025
- Buyer
- Wealth Enhancement Group
- Target
- Dempsey Investment Management
- Seller
- Donald F. Dempsey Jr.
- Industry
- Wealth Management
- Location
- Vermont, United States
- Type
- Buyout
Wealth Enhancement Group has acquired Dempsey Investment Management, a South Burlington, Vermont registered investment adviser overseeing over $150 million in client assets. The acquisition expands Wealth Enhancement’s presence in the Northeast and brings Donald F. Dempsey Jr. and his client relationships into Wealth Enhancement’s national wealth management platform.
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