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In the News Archives - Wealthspire

Wealthspire Advisors to Acquire Private Capital Group

In the News
Acquisition adds $1.0 billion in assets, expands presence in the Northeast New York, October 5, 2021 – Wealthspire Advisors, an NFP company and independent investment adviser, today announced the signing of a definitive agreement to acquire Private Capital Group, LLC, a leading wealth management firm based in West Hartford, CT, offering comprehensive wealth management and retirement planning services. “Private Capital Group has a talented team providing clients with comprehensive financial planning, robust wealth management solutions, and passionate client service,” said Wealthspire CEO Mike LaMena. “They are a natural cultural fit, and I am confident that combining their accomplished group with…
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