Leominster, Massachusetts based Wachusett Wealth Management has merged its practice with Pinnacle Private Wealth.
Under terms of the arrangement, the headquarters of Wachusett Wealth Management will become a second Pinnacle Private Wealth location. Also, the principals of Wachusett will join the Pinnacle team.
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As part of the move, former Wachusett managing partner Gerry Fagnant will join the Pinnacle Private Wealth team as managing partner for their Leominster office, while Danielle Fagnant will join the Pinnacle team in their operations department.
Commenting on the acquisition, Gerry Fagnant said: "We will be able to provide more collaboration on investment strategy, and an added sense of security for our clients in knowing that there is a team looking out for each of them."
Dan Cotton, managing partner at Pinnacle Private Wealth, added: "With this announcement, we expand not only the size of our company but the expertise of our team. Our clients will all benefit from this step that we have taken today."
Pinnacle Private Wealth, founded in 2009, offers services like wealth management, investment management, retirement portfolio review and planning, estate planning, and risk management.
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By GlobalDataSince its inception, Pinnacle Private Wealth has grown from a two-person firm to a team of 12 people with two locations, to serve the needs of individuals and businesses.
