American independent advisory firm TruNorth has completed its merger with BGM Wealth Management, an independent registered investment advisor.
The merged entity, called as BGM TruNorth Wealth Partners, will have over US$500 million in assets under management and serve approximately 330 households.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
Peter Rekstad of TruNorth will serve as CEO of the new firm, while Jon Meyer of BGM Wealth Management will serve as COO.
BGM TruNorth Wealth Partners said that it will include eight Certified Financial Planner professionals, two Accredited Investment Fiduciaries and a Personal Financial Specialist.
Commenting on the merger, Meyer said: "BGM Wealth Management and TruNorth share the same fundamental approach to wealth management. This merger will allow each firm to enhance the service it provides without sacrificing the unique qualities that attracted clients."
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
