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Mai Capital Management Acquires West Point Business Group And Launches Mai Retirement

Mai Capital Management Acquires West Point Business Group And Launches Mai Retirement

10/04/22, 12:39 PM
MAI Capital Management, LLC (“MAI”), a registered investment adviser specializing in comprehensive investment and financial planning for high-net-worth individuals and families, has acquired West Point Business Group (“West Point”). The acquisition adds specialized retirement plan consulting talent and facilitates the launch of MAI Retirement, a dedicated retirement plan service line.

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