Cary Street Partners announced it acquired IFS Advisors, a respected wealth management firm based in Sarasota, Florida, headed by seasoned financial advisor Daniel J. Wolff. This move continues a string of recent expansions for Cary Street Partners.
This deal marks Cary Street Partners’ 20th office location nationwide and enhances its footprint in Florida with a second location in the state, complementing its existing office in Tampa. The firm remains committed to serving clients throughout the Southeast with institutional-quality advice and personalized financial planning solutions.
With over three decades of experience, Wolff and his team have built a practice known for well planning, disciplined investing, and strong client relationships. And their integration into Cary Street Partners brings expanded capabilities, leading-edge technology, and the backing of a firm that has made headlines for its sustained momentum and strategic expansion across key U.S. markets.
As CSP continues building out its national footprint, the firm remains focused on partnering with high-integrity teams who share its commitment to delivering at a higher standard. And with the addition of IFS Advisors, CSP now operates across multiple offices in Virginia, Florida, Texas, New Jersey, Tennessee, North Carolina and South Carolina helping clients manage $10.7 billion across all subsidiaries.
KEY QUOTES:
“We’re incredibly proud to welcome Dan and the IFS Advisors team to CSP. Dan’s values, client-first mindset, and deep roots in the community perfectly align with our mission. This partnership represents not just growth, but meaningful alignment around service, trust, and long-term value for clients.”
Joseph R. Schmuckler, Chief Executive Officer of Cary Street Partners
“This is more than a business decision—it’s about what’s best for our clients. We’ve watched CSP’s thoughtful growth and how they consistently invest in people, culture, and innovation. I knew this was the right move to ensure our clients continue to receive world-class service with even more resources behind them.”
Dan Wolff, Financial Advisor, Managing Director
