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SFA Partners adds four wealth management firms and USD200m in client assets

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.