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M&A Archives - Wealthspire

lenox wealth advisors integration

NFP’s Lenox Wealth Advisors to Integrate with Wealthspire Advisors

In the News
LWA adds $2 billion in assets, expands Wealthspire’s Northeast, West Coast, and Midwest market share New York, January 24, 2022 – Wealthspire Advisors, in partnership with parent company NFP, announced the integration of Lenox Wealth Advisors (LWA) into Wealthspire’s national independent investment advisory platform. LWA is also a subsidiary of NFP. “By combining firms under the NFP umbrella, LWA and Wealthspire create significant advantages that benefit both our clients and our people,” said Wealthspire CEO Mike LaMena. “Size and scale are important. Coming together allows us to invest in the technology and talent we need and expand the capabilities and…
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