Articles from CW Advisors, LLC

CW Advisors, LLC (“CWA”), a registered investment advisor (“RIA”), headquartered in Boston, has acquired Rovin Capital, LLC (“Rovin”). Rovin is a fee-only RIA with offices in Lehi, Utah, and Mesa, Ariz., with assets under management (AUM) and assets under advisement (AUA) totaling $849 million. The acquisition expands CWA’s footprint in the western United States, with Rovin leading the firm’s focused growth strategy in the region. Terms of the transaction are not disclosed.

CW Advisors, LLC (“CWA”), a registered investment advisor (“RIA”), headquartered in Boston, announces it has acquired Capital Management Services, Inc. (“CMS”) and CHB Investment Group, LLC (“CHB”). CMS and CHB, both located in Pennsylvania, provide financial planning and investment management services to high-net-worth individuals. The deals add $575 million in assets under management (AUM) to CWA. Terms of the transactions, which closed last month, are not disclosed.

CW Advisors, LLC (“CWA”), a registered investment advisor (“RIA”), headquartered in Boston, announces it has acquired Wolf Group Capital Advisors (“WGCA”) and Parsons Capital Management, LLC (“Parsons”). WGCA, an RIA based in Fairfax, Virginia, provides comprehensive wealth management to high-net-worth clients. Parsons, a fee-only RIA providing investment management and financial planning, is located in New Hope, Pennsylvania. The deals add more than $1.4 billion in assets under management (AUM) to CWA. Terms of the transactions are not disclosed.

CW Advisors, LLC (“CWA”), a registered investment advisor (“RIA”), headquartered in Boston, announces it has acquired Delta Financial Group, Inc. (“Delta”), a fee-only RIA with $1.3 billion of assets under management (AUM) located in Basking Ridge, New Jersey.

CW Advisors, LLC (“CWA”), a registered investment advisor (“RIA”), headquartered in Boston, announces it has acquired Aspire Wealth Management, Inc. (“Aspire”) and Fernwood Investment Management, LLC (“Fernwood”). Aspire, located in Waltham, Massachusetts, and Fernwood, located in Quincy, Massachusetts, both serve high-net-worth clients, providing financial planning and investment management. The deals add more than $800 million in assets under management to CWA. Terms of the transactions are not disclosed.

CW Advisors, LLC (“CWA”), a registered investment advisor (“RIA”) headquartered in Boston, announced today the firm has named Jennifer DeSisto as Chief Investment Officer (CIO).