Was the June 2022 merger a buyout or retirement move for any partners or advisors?
No. No money changed hands, and no partners or employees left. We actually added two new employees as a result, and all partners and all previous support staff continue to provide services to the same clients as pre-merger. This was a true blending of two firms with similar philosophies to create one larger and stronger company with a deeper bench of advisors and support assistants to better meet the needs of our clientele. The merger also adds more depth with advisors and support in the event of any unfortunate sickness, injury or death to any of the GPWA team members.