SageView Advisory to Acquire USD 321m Wealth Manager Summit Financial Consultants.
MANews-(C)2009-2022
California-based RIA firm SageView Advisory Group is acquiring California-based wealth management firm Summit Financial Consultants of Westlake Village, the firm said.
Summit Financial Consultants, which has USD 321m in assets under management, offers retirement planning and comprehensive financial planning to its clients.
The agreement with Summit Financial Consultants is the sixth that SageView has announced since July 2021, and closely follows recent retirement and wealth management acquisitions.
SageView's strategy of expanding in the wealth management space through recruiting and acquisitions has enabled the firm to build a robust presence in Southern California, where
SageView has maintained a historical focus on financial wellness and retirement plan support for its clients.
Summit Financial Consultants' clients can expect to continue to receive the same best-in-class financial advice and service they received before the acquisition, while enjoying the benefits of SageView's full suite of investment and planning services.
SkyView served as exclusive financial advisor to Summit. The transaction is expected to close on July 31, 2022.
SageView Advisory Group is...
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