Wealth Enhancement Group (a national independent wealth management firm with over $94.7 billion in client assets) announced the acquisition of FinTrust Capital Advisors, which is a hybrid RIA headquartered in Greenville, South Carolina, with additional office locations in Anderson, South Carolina, and Athens, Georgia. This team of 14 advisors and 13 support staff oversees more than $2.39 billion in client assets and is led by Chief Investment Officer Allen Gillespie, CFA.
Launched in 2007, FinTrust Capital Advisors offers advanced financial planning, investment management, and retirement plan services to their clients including business owners, professionals, and high-net-worth families. And the team has deep experience and provides tailored financial solutions to meet their clients’ specific circumstances.
Park Sutton Advisors (a Waller Helms company) served as the exclusive financial advisor to FinTrust Capital Advisors.
KEY QUOTES:
“It is exciting to expand our presence in the Southeast by joining forces with FinTrust Capital Advisors. Allen and his knowledgeable team are experienced at their craft. They create customized financial solutions tailored to their clients’ unique needs.”
-Jeff Dekko, Chief Executive Officer of Wealth Enhancement Group
“Our firm was built on the premise that the best wealth management advice combines investment management guidance, advanced financial planning, and tax strategies with strong client relationships. Joining Wealth Enhancement Group allows us to strengthen that promise by tapping into their robust network of central services.”
-Allen Gillespie, Chief Investment Officer of FinTrust Capital Advisors
“We are pleased FinTrust Capital Advisors has chosen to join Wealth Enhancement Group. Our firms have a similar dedication to comprehensive wealth management and top-tier client service which we believe will make for a highly complementary relationship.”
-Jim Cahn, Chief Strategy Officer of Wealth Enhancement Group
