MAI Capital Management has acquired Waypoint Wealth Counsel, an Atlanta registered investment adviser (RIA) focused on financial planning, portfolio management and advisory work.
Financial details were not made public.
Waypoint manages about $490m in ******* ets and works with more than 100 client households.
The business was set up in 2014 by Brad McGrew and Matthew Woods, who had previously worked at brokerage firms, banks and other RIAs.
Woods said: "Joining MAI allows us to combine the local relationships and market knowledge we have built over more than a decade with the resources of a national firm. Through MAI's platform, including its Evoke ultra-high-net worth team, we're looking forward to the added depth and investment expertise, particularly as it relates to delivering on the needs of the clients we are fortunate to serve."
#financial #capital
Financial details were not made public.
Waypoint manages about $490m in ******* ets and works with more than 100 client households.
The business was set up in 2014 by Brad McGrew and Matthew Woods, who had previously worked at brokerage firms, banks and other RIAs.
Woods said: "Joining MAI allows us to combine the local relationships and market knowledge we have built over more than a decade with the resources of a national firm. Through MAI's platform, including its Evoke ultra-high-net worth team, we're looking forward to the added depth and investment expertise, particularly as it relates to delivering on the needs of the clients we are fortunate to serve."
#financial #capital
3 days ago
