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Pathstone Acquires $1.4B Price Wealth

by fa-mag.com posted 2weeks ago 30 views
Pathstone, an independently operated and partner-owned multi-generational family office in Englewood, N.J., will acquire Price Wealth LLC, an Austin, Texas-based independent wealth advisor with $1.4 billion in client assets, the companies announced today in a news release. Matt Fleissig, president of Pathstone, welcomed the employees, partners and clients of Price Wealth to his firm’s family. "Price Wealth's service model, culture and clients aligned perfectly with Pathstone's mission and core values," Fleissig said in the news release.

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