M&A Archives | Wealthspire Advisors

Wealthspire Advisors predecessor Bronfman Rothschild now part of the NFP group of companies Rockville, MD, May 2, 2019 — Bronfman Rothschild, an independent investment advisor based in Rockville, Maryland, today announced the closing of its sale to Sontag Advisory (a subsidiary of NFP Corp.). The two firms will integrate and manage a combined $11.93 billion as of March 31, 2019. Of those assets under management, $2.4 billion will be managed by Bronfman Rothschild Plan Advisors, who will be bolstered by NFP’s comprehensive retirement and corporate benefits practice. “We are excited about the integration of the two firms,” said Mike LaMena,…

Bronfman Rothschild will be integrated with NFP’s Sontag Advisory, creating a unified firm with $10 billion of assets under management NEW YORK – March 26, 2019 – NFP Corp., a leading insurance broker and consultant and a provider of wealth management, retirement and estate planning to high net worth individual clients, announced today that it has entered into a definitive agreement to acquire wealth advisory firm Bronfman E.L. Rothschild, LP (Bronfman Rothschild). Upon the closing of the acquisition, NFP will integrate Bronfman Rothschild with Sontag Advisory LLC (Sontag), a New York-based wealth manager, investment advisor, consultant, fiduciary and subsidiary of…

Rockville, MD. May 8, 2017 — Bronfman E.L. Rothschild LP, an independent investment advisor based in Rockville, Maryland, today announced the transition of a team led by John H. Wolff from Capital Fiduciary Advisors. In addition, Bronfman E.L. Rothschild will open a new office in Reston, Virginia, where the majority of the team will be based. Capital Fiduciary Advisors CEO John H. Wolff, who will become a principal and managing director of Bronfman E.L. Rothschild, is joined in the transition by a team of four professionals, including Capital Fiduciary Advisors Managing Director Ted Leasure. Said Neal Simon, CEO of Bronfman E.L. Rothschild,…