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M&A Archives - Wealthspire

private ocean

Wealthspire Advisors to Acquire California-based Wealth Management Firm, Private Ocean

In the News
Acquisition adds $2.7 billion in assets, expands Wealthspire’s national presence with West Coast offices New York, November 22, 2021 – Wealthspire Advisors, an NFP company and independent investment adviser, today announced a significant step in expanding its national RIA business by signing a definitive agreement to acquire Private Ocean, LLC, a leading fiduciary wealth management firm with $2.7 billion in assets. Private Ocean is based in San Rafael, California, with additional offices in San Francisco and Seattle. “This is a fantastic opportunity for Wealthspire,” said Wealthspire CEO Mike LaMena. “The Private Ocean team, led by innovative leader Greg Friedman, shares…
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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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