GCG Advisory Partners completes acquisition of Wagner-Buffie Wealth to expand its wealth management platform
Acquiring Company
GCG Advisory Partners
Acquired Company
Wagner-Buffie Wealth
Description
GCG Advisory Partners has officially acquired Wagner-Buffie Wealth, bringing over $150 million in assets under management. This acquisition represents a significant step forward in enhancing the wealth management experience for their clients and enables GCG to provide even more innovative solutions and services.
Quick answer
GCG Advisory Partners is acquiring Wagner-Buffie Wealth, announced September 6, 2024.
- How much did GCG Advisory Partners pay for Wagner-Buffie Wealth?
- The deal value was not disclosed.
- What does GCG Advisory Partners do?
- GCG Advisory Partners is GCG Wealth Managements' acquisition and succession planning platform.
- Who are the decision-makers at GCG Advisory Partners?
- Fundz holds 1 contact at GCG Advisory Partners. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
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Who to call at GCG Advisory Partners, and when
When GCG Advisory Partners changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
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Frequently asked
Who acquired Wagner-Buffie Wealth?
Wagner-Buffie Wealth was acquired by GCG Advisory Partners. The deal was reported on September 6, 2024. GCG Advisory Partners is GCG Wealth Managements' acquisition and succession planning platform. GCG Advisory Partners is privately held and operates in Financial Services.
When did GCG Advisory Partners acquire Wagner-Buffie Wealth?
GCG Advisory Partners's acquisition of Wagner-Buffie Wealth was reported on September 6, 2024. GCG Advisory Partners has officially acquired Wagner-Buffie Wealth, bringing over $150 million in assets under management. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Wagner-Buffie Wealth do?
Wagner-Buffie Wealth, co-founded by Shane Wagner CPM® and David Buffie CFP®, formerly with Wells Fargo, brings over $150 million in assets under management and has a shared mission to deliver personalized, tailored financial plans for their clients. It is privately held, operating in Financial Services.
This company was part of an acquisition. Fundz tracks who bought whom, and who to call on both sides.
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