Aspen Standard Wealth Welcomes CWS Financial Advisors to Its Growing RIA PlatformAspen Standard Wealth, LLC (“Aspen”), a permanent home for successful independent RIAs, announced today that CWS Financial Advisors (“CWS”); a boutique wealth management firm based in Kalamazoo, Mich., and with offices in the San Francisco Bay area; has joined the Aspen platform. CWS advises on approximately $1.3 billion in client assets and serves households nationally.
Aspen Standard Wealth Acquires $1 Billion AUM RIA BlueSky Wealth Advisors
Aspen Standard Wealth, LLC (“Aspen”), a permanent home for successful independent RIAs, announced today that it has acquired BlueSky Wealth Advisors, LLC (“BlueSky”) a New Bern, N.C.,-based RIA with $1 billion in assets under management (“AUM”).
Aspen Standard Wealth Names Kevin DiSano as President
Aspen Standard Wealth, LLC (“Aspen”), a permanent home for successful independent RIAs, announced today that is has named Kevin DiSano, CIMA®, CPWA®, as President.
Aspen Standard Wealth Acquires MG Financial, a $1.1 Billion AUM RIA Based in Boston
Aspen Standard Wealth, LLC (“Aspen”), a long-term partner and permanent home for successful independent RIAs, announced today that is has acquired MG Financial, LLC, (“MG Financial”) an RIA with $1.1 billion in assets under management based in the greater Boston area.
Aspen Standard Wealth Acquires SKY Investment Group, an $880 Million AUM RIA in Hartford
Aspen Standard Wealth, LLC (“Aspen”), a long-term partner and permanent home for successful independent advisory firms, today announced its acquisition of SKY Investment Group, LLC (“SKY”), a Hartford, Connecticut-based RIA with $880 million in assets under management (AUM).
