Real Assets Adviser’s Post

"Concentric Wealth Management, LLC is headquartered in Lafayette, California and was founded in 2008 by Eric Flett and Stewart McGuire. It has since grown to a firm of six individuals and $662 million in assets under management, specializing in providing hundreds of individuals and families with sophisticated, tax efficient, and globally diversified portfolios, as well as comprehensive wealth management services encompassing family wealth transfer and estate planning, tax planning and compliance, risk management and insurance, executive benefits coordination, and business transition planning." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate

"Procyon Partners has announced the appointment of Mark Sullivan as Senior Vice President and Senior Private Wealth Advisor, a key move in the firm’s growth strategy. Sullivan, an industry veteran with deep expertise in wealth management, will join the team at the firm’s Shelton, Conn., headquarters, where he is expected to play a pivotal role in advancing Procyon’s success." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate

Debjani Bagchi, CFA, and @Peter E. McEvoy, CFP®, have joined its New York office as portfolio managers. #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity

💡 Bomy Hagopian, CFA, Co-Lead of Berkshire Global Advisors' Wealth practice, recently shared her thoughts on the state of Wealth Management M&A. In short; 1. The market remains resilient and will continue to prosper 2. Interest among private equity firms shows no signs of slowing down 3. Aggregators will embrace intra-partnership mergers 4. Increased focus on adding adjacent businesses Read the full article: https://lnkd.in/eeY4KmVM #wealth #wealthmanagement #fintech #wealthtech

"With a focus on acquiring financial advisory practices managing between $100 million and $500 million in assets, VestGen Wealth Partners offers retiring advisors and their clients a seamless transition while empowering the next generation of advisors through mentorship, resources, and technology." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate

Congratulations Gregory Cash R Mitchell Wickham Bradford Bernstein, CFP®, CPWA®, CIMA® Louise Gunderson Ryan M. Long Keith Apton Nick Francia UBS Global Wealth Management #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments

SECOND QUARTER FISCAL 2025 HIGHLIGHTS Assets under management – Total assets under management of $131.4 billion grew $12.2 billion year-over-year. Fee-earning assets under management increased $8.3 billion to $69.7 billion over the same period. Revenue – Management and advisory fees of $119.8 million for the quarter represent growth of 10% versus the prior year period. #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate

"We are continuously humbled, honored, and grateful for the trust our clients place in us," said Rick Poligala, spokesperson for Genesis Wealth Management, LLC. Management. "This milestone is a testament to the hard work and dedication of our entire team, who strive every day to deliver comprehensive financial planning and wealth management services." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate

"The Reynolds, Grindel & Hall Wealth Management Group includes Financial Advisors Jeffrey D. Reynolds, David Grindel CFP® and Jeremy Hall CFP®, who collectively bring nearly 70 years of industry experience to serving clients." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments  

"Arete Wealth, a Chicago-based broker/dealer and investment advisory firm, has added HudsonPoint Capital to its network of branches. The HudsonPoint team, based Jersey City, N.J., joins from B. Riley Wealth Management. This follows recent news that B. Riley Financial would sell a portion of its wealth management business to Stifel Financial Corp. for as much as $35 million in cash." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate