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Deals Of The Day: The Latest In Wealth Management M&A – Private Advisor Group
Editorial Staff
14 September 2023
Private Advisor Group, WP Financial With four full-time employees, the acquired business will continue to operate in Connecticut as the Simsbury branch of WP Financial. This expansion in Simsbury follows WP Financial's previous addition of Elizabeth DeBassio and her practice.
WP Financial, affiliated with US-based was a well-known figure in my hometown, and his work laid a solid and respected foundation for financial planning," Rabbitt said. "Our goal is to honor his legacy, minimize any disruption for investors, and elevate their planning support through technological advancements and innovation. While upholding the professionalism and high-quality service that the firm is known for, we will optimize operations and introduce new solutions that benefit our valued clients."