VisionQuest Wealth Management, a US-based boutique wealth management firm operating as a multi-family office, has acquired Tippet Group’s advisory practice headquartered in Charlotte.
Tippet Group is managed by Harold Soutier Sr. and Harold Soutier, Jr. Following the acquisition, Soutier Sr. will serve as senior vice president of VisionQuest.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
VisionQuest Founder and CEO Stephen Peters said: "We are pleased to have completed the purchase of our second advisory firm in the Charlotte. This acquisition strengthens our presence in Charlotte and fits perfectly within our strategic plan. The merger of our businesses brings extensive knowledge and experience to our existing clients and meets the Soutiers’ goal of continuing to serve the needs of a long-standing loyal client base."
"Harold Jr., Jennifer Meyers, and I are pleased and excited to be able to work with VisionQuest for the foreseeable future. The opportunity to continue to serve our client base while enhancing the service model will greatly benefit the clients we represent," said Soutier Sr.
VisionQuest provides wealth management services to individuals, families as well as businesses, with a focus on behavioral finance and consumer and industry research.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
