CertusBank, through its wealth management division CertusWealth, has agreed to partner with Monarch Business and Wealth Management and invest in the company.
Monarch Business and Wealth Management is a joint venture between Barry Klarberg and Asset Alliance.
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Established and run by Barry Klarberg, Monarch is a financial and life management business which supports high-net worth clients.
Monarch’s business and wealth management and family office services include wealth planning, tax advisory, business planning and advisory, insurance and risk management as well as estate planning.
The company has offices in New York City, Atlanta, Los Angeles and Miami.
Monarch CEO Barry Klarberg said, "This partnership represents a significant opportunity for Monarch by providing our clients with strategic benefits in the future."
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By GlobalDataCertusWealth executive vice president Bob Hogan said working with Monarch, the company aims to build on its trusted advisor and wealth solutions model by expanding its full-service client offerings.
Financial terms of the transaction, which is subject to customary closing conditions, were not disclosed.
