Credit: Dmitry Demidko/Unsplash.

EP Wealth Advisors, a US-based investment adviser, has acquired Minot Wealth Management, establishing its presence in the country’s east coast.

The acquisition is aimed to facilitate one-on-one time between the customers and the advisers to ensure the former achieve their financial goals.

Go deeper with GlobalData

Data Insights

The gold standard of business intelligence.

Find out more

With the transaction, EP Wealth clients will have access to customised investment strategies apart from a financial planning team to support the existing adviser.

EP Wealth CEO Patrick Goshtigian said: “Our objectives continue to be centered on organic growth in our existing regions and aligning with like-minded RIAs and teams who share our values and client-first perspective.

“The Minot team embodies this spirit, as evidenced by their thoughtful approach to comprehensive investment management. We are excited to align with Minot and reach this pivotal milestone of a truly national expansion.”

Speaking on the development, Minot Wealth Management managing director William Corcoran said: “Joining a larger firm that provides significant additional financial planning, tax, legal and technology resources is the best choice we could make for our clients and our future.

How well do you really know your competitors?

Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.

Company Profile – free sample

Thank you!

Your download email will arrive shortly

Not ready to buy yet? Download a free sample

We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form

By GlobalData
Visit our Privacy Policy for more information about our services, how we may use, process and share your personal data, including information of your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address.

“We are excited about the benefits this new partnership will bring, providing our advisors with access to more tools than ever before as they deliver results on behalf of our clients.”

The current acquisition is EP Wealth’s 24th partnership in the last five years. Some of EP’s earlier acquisitions include Vantage Advisors, Klein Financial Advisors and Coulston Financial Services.