Wealth and Asset Management
Waverly Advisors Acquires Brass Tax Wealth Management
Waverly Advisors, LLC has acquired Brass Tax Wealth Management ("Brass Tax"), a wealth management firm located in Blue Ash, OH. This partnership supports Waverly’s growth strategy in the Ohio market and further strengthens the firm’s expanding regional presence. Neal Schulte has more than 40 years of experience, beginning with the…
Continue Reading
Subscribe to unlock the full article and access premium financial content.