SFA Partners adds four wealth management firms and USD200m in client assets
SFA Partners has recruited four wealth management firms: Kolinsky Wealth Management, Lehner Carroll Shope Capital Management, OakPoint Investment Partners and Life Income. Together, the offices have over USD585 million in client assets – more than USD200 million of which has been added to platforms under the SFA Partners brand.
Clive Slovin, President and Chief Executive Officer of SFA Partners, says: “I am overjoyed to welcome these great teams to the SFA Partners family. They are prime examples of how we are ramping up long-term growth in 2020, even as the ongoing pandemic poses unprecedented challenges for the industry. As entrepreneurs and independent business owners, these teams have no shortage of choices in deciding where to affiliate, so their faith in us is a testament to our broad platform of investment solutions, unwavering commitment to providing excellent service and history of empowering independence.”
SFA Partners encompasses The Strategic Financial Alliance (SFA), a leading independent broker-dealer and corporate RIA; Strategic Blueprint, an independent RIA geared to serving fee-based advisors; and SFA Insurance Services.