Modern Wealth Management Acquires Martin James Investment & Tax Management to Enhance Private Wealth Management Platform.

MANews-(C)2009-2023

US-based national registered investment advisory firm Modern Wealth Management has acquired Indiana-based tax, wealth management and planning firm Martin James Investment & Tax Management to enhance private wealth management platform, the company said.

Terms of the transaction were not disclosed.

Through this acquisition, Modern Wealth now gains a highly capable tax strategy and preparation team, with the added benefit of...

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