Wealth and Asset Management
Sequoia Financial to buy wealth manager The Martin Worley Group
Sequoia Financial Group has reached an agreement to acquire Utah-based wealth manager The Martin Worley Group (MWG) for an undisclosed sum. MWG, an SEC-registered firm since 2014, is known for its investment advisory services catering to a varied client base, including individuals, families, and organisations. With a history dating back…
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