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July 13, 2022

Informed Family Financial Services buys Strategic Wealth Advisory

US-based financial planning and wealth management company Informed Family Financial Services has purchased Strategic Wealth Advisory for an undisclosed sum.

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Analyze opportunies within the wealth management market in APAC

GlobalData’s ‘Asia-Pacific Wealth Management: Market Sizing and Opportunities to 2026’ report provides a comprehensive overview of the Asia-Pacific (APAC) wealth management market.
  • The report analyzes the APAC wealth and retail savings and investments markets. This includes affluent market size, both by number of individuals and the value of their liquid assets.
  • The affluent population grew by 5.3% in 2021 and is expected to grow at an AAGR of 4.8% between 2022 and 2026.
  • The value of liquid assets held by the affluent segment surged by 8.4% in 2021, backed by economic recovery. HNW individuals’ financial wealth grew by 12%, while mass affluent individuals’ wealth grew by 6.0%.
  • The report provides an analysis of factors driving liquid asset growth. It is also split into asset classes - equities, mutual funds, deposits, and bonds.
  • The affluent population are more risk-tolerant and invest a significant proportion of their investments in risky assets such as equities, compared to emerging affluent and mass market individuals.
The report also provides data and insights on the size of offshore holding of HNW investors in the APAC region.
by GlobalData
Enter your details here to receive your free Report.

Following the acquisition, the practices will operate under Informed Family Financial Services brand.

Informed Family Financial Services is also expected to hire two employees and a couple of offices in Reading and Lehigh Valley region of the US.

As part of the deal, Steve Jablonski, president of Informed Family Financial Services, has been named as a senior partner of the company.

Strategic Wealth Advisory president Earl D Schultz has been positioned as a senior financial consultant at Informed Family Financial Services.

Shannon LaRosse, who is an investment advisor representative at Strategic Wealth Advisory, has joined Informed Family Financial Services in the same position.

Informed Family Financial Services co-founder, CEO and CFO Jeffrey Bush said: “This is a major moment for our team as we expand our presence in eastern Pennsylvania.

“We’re committed to giving the families we represent confidence and clarity as they transition through various life stages, and this expansion allows us to bring that mission to even more Pennsylvania families.”

The advisors, who back both Informed Family Financial Services and Strategic Wealth Advisory, are investment advisors associated with USA Financial Securities.

This has enabled both the companies to have related structures, marketing strategies as well as new client onboarding process, said Informed Family Financial Services.

Schultz said: “It’s rare to find financial planning practices as structurally and philosophically aligned as Strategic Wealth Advisory and Informed Family Financial Services, but that’s exactly what we have here.

“Combining our talent and resources represents a major value add to our clients.”

Free Report
img

Analyze opportunies within the wealth management market in APAC

GlobalData’s ‘Asia-Pacific Wealth Management: Market Sizing and Opportunities to 2026’ report provides a comprehensive overview of the Asia-Pacific (APAC) wealth management market.
  • The report analyzes the APAC wealth and retail savings and investments markets. This includes affluent market size, both by number of individuals and the value of their liquid assets.
  • The affluent population grew by 5.3% in 2021 and is expected to grow at an AAGR of 4.8% between 2022 and 2026.
  • The value of liquid assets held by the affluent segment surged by 8.4% in 2021, backed by economic recovery. HNW individuals’ financial wealth grew by 12%, while mass affluent individuals’ wealth grew by 6.0%.
  • The report provides an analysis of factors driving liquid asset growth. It is also split into asset classes - equities, mutual funds, deposits, and bonds.
  • The affluent population are more risk-tolerant and invest a significant proportion of their investments in risky assets such as equities, compared to emerging affluent and mass market individuals.
The report also provides data and insights on the size of offshore holding of HNW investors in the APAC region.
by GlobalData
Enter your details here to receive your free Report.

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