Frontier Wealth Management, a Missouri-based RIA, has completed the acquisition of Colorado-based peer Highwater Wealth Management.
The deal, whose value was not revealed, bolsters the reach of Frontier in the Denver area through the addition of one more location.
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The acquisition adds a range of capabilities to Denver-based Highwater. These capabilities are risk assessment, tax planning and preparation, investment management and corporate retirement planning.
The purchase is said to reap benefits for Frontier as well, enabling the firm to gain access to “new growth and professional expertise”.
Frontier CEO Nick Blasi said: “Highwater’s approach to comprehensive financial wellness closely mirrors our own, and the combined expertise of both teams will help us better serve our clients.”
As part of the deal, Frontier absorbed all employees of Highwater including its president Dickson Griswold.
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By GlobalDataCommenting on the deal, Griswold noted: “Joining Frontier provides a greater support and diverse expertise for our clients, without losing the boutique experience.
“The two firms’ missions are similar in their focus on simplifying financial complexities.”
Frontier offers investment management, generational wealth transfer service, insurance/risk management, estate and tax planning, retirement planning, charitable planning techniques, as well as pension and endowment solutions, among others.
The firm has operations in Kansas City, Wichita, Denver, St. Louis, and Albany.
