CW Advisors Adds Two Boston-Area RIAs
Summary
BOSTON--(BUSINESS WIRE)--CW Advisors, LLC (“CWA”), a registered investment advisor (“RIA”), headquartered in Boston, announces it has acquired Aspire Wealth Management, Inc. (“Aspire”) and Fernwood Investment Management, LLC (“Fernwood”). Their exceptional services and high-touch approach with clients make Aspire and Fernwood ideal additions to our firm.” Following the acquisitions, CWA has 14 offices across the country, 119 employees, and $11 billion of assets under management. “We look forward to leveraging the CWA platform to provide an expanded offering and continued premium service to our clients,” added Mark Khozozian, Chief Executive Officer of Aspire. Fernwood Founder Thomas Reilly added, “By joining CWA, we are able to continue to work closely with our clients to help achieve their goals while benefitting from the larger organization and resources CWA provides.” Fernwood was represented by Surfside Capital. CW Advisors is an SEC-registered investment management firm headquartered in Boston, developing innovative wealth solutions for high-net-worth and ultra-high-net-worth individuals, families, foundations, and endowments.