Wealth Enhancement Group, a Minneapolis-based firm with $60.6 billion in assets, said Wednesday that it’s acquired Legacy Financial Planning, a hybrid firm that oversees $371 million in client assets.
Legacy Financial Planning has offices in Rochester and Oswego, New York, and Naples, Florida.
The firm is led by co-founder and CEO Tammy Mogilski and co-founder and president Brian Bedford.
Advisor Growth Strategies was Legacy Financial Planning’s advisor on the transaction.
Also, Orion has added BlackRock, Fidelity, and Vanguard to its custom portfolios suite, and RedBlack has set up a new headquarters after crossing a trillion-dollar milestone.
Also, New York-based Legacy Edge Advisors names its first-ever CEO, while Novare Capital Management hires a Vanguard veteran with a multigenerational planning focus.
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