Wealth and Asset Management
Atria Wealth Solutions Announces Acquisition of Independent Wealth Management Firm Grove Point Financial
Atria Wealth Solutions has announced its definitive agreement to acquire Grove Point Financial, LLC (Grove Point). Grove Point is an independent wealth management firm founded in 1984 as H. Beck, Inc., and was acquired by Kestra Holdings (Kestra) in 2017. Based in Rockville, Maryland, Grove Point serves approximately 400 independent…
Continue Reading
Subscribe to unlock the full article and access premium financial content.