Updated
Updated · Pulse 2.0 · May 7
Senglaub Financial Group joins Apollon Wealth Management
Updated
Updated · Pulse 2.0 · May 7

Senglaub Financial Group joins Apollon Wealth Management

3 articles · Updated · Pulse 2.0 · May 7
  • The Delafield, Wisconsin firm oversees about $650 million in client assets and is led by Jeff and Christy Senglaub.
  • The deal expands Apollon’s Midwest presence, while giving Senglaub access to broader resources, operational support and Apollon’s national platform.
  • Founded on a family tradition dating to 1965, Senglaub adds a relationship-driven planning business to Apollon and affiliate Apollon Financial, which together manage roughly $15 billion.
Can a family firm's 'client-first' legacy survive its acquisition by a national wealth management giant?
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