Modern Wealth Management Acquires $1.2 Billion Beltz Ianni & Associates, Launches Retirement Plan Advisory Business
Modern Wealth Management (“Modern Wealth”), a registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and their clients, today announced the strategic acquisition of Rochester, New York-based Beltz Ianni & Associates (“Beltz Ianni”), a corporate retirement planning and individual wealth management firm with more than $1.2 billion in assets.
- Modern Wealth Management (“Modern Wealth”), a registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and their clients, today announced the strategic acquisition of Rochester, New York-based Beltz Ianni & Associates (“Beltz Ianni”), a corporate retirement planning and individual wealth management firm with more than $1.2 billion in assets.
- “Joining Modern Wealth will enable our team to leverage its breadth of resources to broaden and scale our retirement plan advisory services,” said Michelle Cannan , CPFA™, QKA®, QKC, who joins Modern Wealth as managing director and head of company retirement plan services.
- Beltz Ianni’s Total Retirement Plan ManagementSM solution provides comprehensive retirement plan management tailored for small-to-midsize companies.
- As a part of Modern Wealth, the Beltz Ianni team, with nearly $500 million of client assets in its brokerage and fee-based individual wealth management business, can leverage investment management and back-office support.