Cary Street Partners (CSP) has acquired Keene & Dorchak, a wealth management firm in Fort Worth, Texas.
With immediate effect, Keene & Dorchak adopts the CSP brand.
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This expansion strengthens CSP’s foothold in Texas, complementing its existing offices in San Antonio and Austin.
Keene & Dorchak founder John Keene said: “Matt and I have worked together for 13 years, and we knew this was the right decision for our clients. CSP’s culture, resources, and dedication to client success align perfectly with what we’ve built over the years.
“We look forward to this new chapter and the enhanced capabilities we can now offer.”
Keene & Dorchak offers customised financial strategies to its clients, including individuals, families, and businesses.
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By GlobalDataJoining CSP is said to offer these clients access to more resources, advanced technology, and a wider network of financial professionals.
CSP CEO Joseph Schmuckler said: “We are thrilled to welcome the Keene & Dorchak team to Cary Street Partners.
“Their deep expertise, client-centric approach, and strong reputation in the Fort Worth market align perfectly with our mission to provide a higher standard of service.”
CSP offers a variety of wealth management solutions, such as investment management, financial planning, and advisory services.
In 2022, it acquired New Jersey-based RIA National Wealth Management (NWM) for an undisclosed sum.
