BKD Wealth Advisors, a US-based accounting and advisory firm, has merged with Chicago-based wealth management firm Wolf Financial Management (WFM).
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As part of the deal, BKD has merged WFM into its subsidiary BKD Wealth Advisors.
The merger also has seen Wolf & Company becoming a part of BKD from 1 November 2014.
Under the merger, BKD Wealth will work with Wolf’s existing clients providing wealth management services as well as consulting with institutional clients.
Jack Thurman, president of BKD Wealth Advisors, said: "We are excited to have Wolf Financial Management join us in this journey as our two firms work together to deliver unmatched client service through our focus on trust, relationships and expertise."
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By GlobalData"We believe this combination will help us provide new and existing clients with the same high-quality experience they have come to expect," he added.
BKD Wealth Advisors now has eight offices in six states and more than $2bn in assets under management. Its Chicago office has eight employees and manages more than $180m in assets.
