WAGN Accelerates Growth by Spearheading Elk River Wealth’s Third Tuck-In Deal in Four Months
Retrieved on:
Tuesday, July 21, 2020
Wealth Advisor Growth Network (WAGN) is proud to announce that it has successfully helped Elk River Wealth Management close its third tuck-in deal since launching the firm in late March.
Key Points:
- Wealth Advisor Growth Network (WAGN) is proud to announce that it has successfully helped Elk River Wealth Management close its third tuck-in deal since launching the firm in late March.
- The deal accelerates Elk Rivers regional expansion and growth efforts, as David Carroll and Jon Springer collectively managed $230 million in assets under management prior to joining the firm.
- WAGN spearheaded the launch of Elk River in March, successfully navigating the challenges and uncertainties posed by the global pandemic .
- Todays announcement with David Carroll and Jon Springer marks the third deal WAGN has spearheaded for Elk River.