WealthManagement Edge

Bridget Venus Grimes, founder of WealthChoice and co-founder of Equita Financial Network, explains how her $90 million AUM firm uses its tech stack to help women tech workers, attorneys, founders and business owners navigate financial challenges.

Salomon & Ludwin has filed a lawsuit against former employees who launched Founders Grove Wealth Partners, claiming they breached employment contracts and stole trade secrets.

“We see the broad RIA community as a very attractive client base for Goldman Sachs,” according to President and COO John E. Waldron.

GalwayPlus will be an “ecosystem” that links together businesses across Galway Holdings to better serve sports and entertainment clients.

Wealthcare Capital Partners aims “to meet the needs of select advisors interested in joining Wealthcare.” It has already recruited a Towson, Md.-based advisor with nearly $141 million in assets.

Buyers and sellers must commit to one another through good and bad market cycles, knowing that a divorce could be messy and expensive.  

The Financial Advisory Group has seven advisors and 14 support staff, and is WEG’s fifth acquisition this year.

Spain & Smith Wealth Advisors will be led by veteran Henry “Hank” Spain, who was most recently with Carnegie Investment Counsel. He’s joined by Dayna Smith, who comes from Frank Legan Advisors at Cedar Brook Group, an RIA affiliated with Cadaret...