Wealth Enhancement Group closed its acquisition of Bend, Oregon-based Sherpa Wealth Strategies on April 30, adding a hybrid RIA with more than $108 million in client assets.
Sherpa, founded in 2011 and led by founder Brian Stallcop, provides retirement planning, tax strategies, wealth preservation and legacy planning.
The team specializes in serving high-net-worth individuals, families and business owners, extending Wealth Enhancement’s reach in those client segments.
Wealth Enhancement said it now has more than $148.2 billion in client advisory, trust and brokerage assets, underscoring continued consolidation in wealth management.
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