A team managing $350 million at Linwood Investment Advisors in Buffalo, New York, will join Cleveland, Ohio-based Fairport Wealth, bringing that firm’s assets under management to $3.3 billion.
Chicago-based Hightower helped facilitate the merger for Fairport Wealth, a Hightower advisory business, the firm said in a press release Thursday.
Geary and his team specialize in tax-aware wealth management for high-net-worth clients, and retirement plan consulting for corporations. The business will operate under the Fairport Wealth brand name.
Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.
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Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today’s choppy market waters, says Myles Lambert, Brighthouse Financial.
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