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EP Wealth Advisors introduced Thursday the acquisition of Wacker Wealth Companions, a $1.2 billion wealth administration agency positioned in San Luis Obispo, California.
The acquisition brings 22 staff to EP Wealth Advisors, which manages greater than $22.3 billion in property as of the tip of February.
In response to the announcement, Wacker Wealth Companions has been in enterprise for 35 years, and its advisors search to serve purchasers as trusted fiduciaries that may assist them set and obtain long-term monetary targets. The agency serves purchasers in San Luis Obispo and different areas within the Golden State.
Ryan Parker, CEO of EP Wealth, stated EP chosen Wacker Wealth Companions as an acquisition goal due to its dedication to shopper service “above all different targets.” He additionally cited the agency’s progress potential and its involvement in neighborhood organizations all through the central California coast.
“Increasing our presence on this necessary market was a consider partnering, however it’s the approach Wacker reveals up for his or her purchasers, group members and others that units them aside,” Parker stated.
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