Waverly Advisors Acquires GGM Wealth Advisors
Summary
With a rich history in the Baltimore market, the team is dedicated to excellence and focuses on tailoring investment management strategies to meet the unique needs and financial goals of their clients. "GGM has built a successful firm by providing a superior client experience while establishing long-term relationships," said Justin Russell, President and CEO of Waverly. The acquisition of GGM marks Waverly’s 22nd transaction since accepting an equity investment in December 2021 from Wealth Partners Capital Group (“WPCG”) and HGGC’s Aspire Holdings platform. WPCG assists its partner firms by identifying and integrating like-minded wealth advisers who seek access to expanded business capabilities, strategic growth and/or customized transition solutions. The firm’s ecosystem of investors, operators, and professionals are united by the shared mission to develop leading enterprises and build long term value together.