Polaris Wealth Advisers has merged with Greystone Financial to form a new investment advisory firm with nearly $1bn in client assets under management.
Called Polaris Greystone Financial Group, the combined entity will serve clients with offices in the San Francisco, Southern California, Houston and Detroit metropolitan areas and currently operates two divisions.
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Polaris Greystone Wealth Management unit will offer financial planning and investment management for individual HNW families across the US, while the other unit, Polaris Greystone Retirement Services, will provide retirement plan solutions and services to plan sponsors and participants within their plans.
Under the deal, Polaris’ founder Jeffrey Powell will remain CEO, managing partner and CIO of the combined firm, while Todd Moss, co-founder of Greystone will become president and senior partner of the new entity as well as manage the firm’s day-to-day operations.
Additionally, Polaris Greystone will continue Greystone’s relationship with national accounting firm Doeren Mayhew and also continue to participate in a national discount brokerage firm’s referral program.
Powell said: "The combination of Polaris and Greystone brings together two well-established investment advisory firms and enhances our ability to provide superior wealth management and retirement planning services
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By GlobalData"We are excited by the opportunity to build on the PGFG platform to expand our services and extend into other key wealth markets throughout the United States."
Moss said: "By joining forces, Polaris and Greystone will have the critical mass to provide an enhanced range of products, attract talented employees, and support our business with the right technology and systems."
