Home / Business and Economy / Wealth Enhancement Acquires Arbor Capital
Wealth Enhancement Acquires Arbor Capital
4 Sep
Summary
- Wealth Enhancement has acquired Arbor Capital Management's advisory operations.
- The acquired firm managed over $345 million in client assets.
- The deal brings four advisers and two support staff to Wealth Enhancement.
Wealth Enhancement has finalized its acquisition of Arbor Capital Management's investment advisory operations. This strategic move brings a team of four advisers and two support staff into Wealth Enhancement's growing network. Arbor Capital Management, established in 1996 and based in Alaska, managed more than $345 million in client assets.
The integration allows Arbor Capital's clients to continue working with their trusted team, now backed by a leading national wealth management firm. Arbor Capital Management has served individuals, families, business owners, retirement plans, and institutional clients for nearly three decades. Their services encompass wealth management and financial planning, adhering to a fiduciary standard.
This acquisition follows Wealth Enhancement's recent integration of Dickerson Jackson & Associates in Virginia, which managed over $376 million. With these additions, Wealth Enhancement's total client assets are projected to exceed $161.7 billion.
