Wealth Enhancement Group, a national independent wealth management firm with over $85.4 billion in client assets, announced it acquired Peak Financial Services, a hybrid RIA located in Northborough, Massachusetts. Peak Financial Services oversees more than $123 million in client assets and is led by Founder & President, Kevin O’Brien, CFP, AIF, CAP.
Launched in 1995, Peak Financial Services provided comprehensive wealth management services to central Massachusetts and beyond for 29 years. And they believe that if they put the interests of their clients first, everything else will fall into place. The firm has experience in working with clients who are at or near retirement, as well as with executives of high-tech and biotechnology companies.
Peak Financial Services marks Wealth Enhancement Group’s fourth location in Massachusetts.
JPTD Partners served as acquisition consultant for Peak Financial Services.
KEY QUOTES:
“We extend a warm welcome to Kevin O’Brien and the team at Peak Financial Services. Given their integrated approach to wealth management and their focus on client relationships built on trust, we are confident Peak Financial Services will be an excellent partner.”
– Jeff Dekko, Chief Executive Officer of Wealth Enhancement Group
“After entertaining numerous offers from prominent, national RIA firms, we chose Wealth Enhancement Group as our approaches to client service, investment disciplines and philosophies, and comprehensive wealth management are well aligned. We are excited to be able to expand the offerings available to our clients through Wealth Enhancement Group’s robust central services platform inclusive of dedicated investment management, trust, estate planning, and tax professionals.”
– Kevin O’Brien, Founder & President at Peak Financial Services
“We are pleased to announce the acquisition of Peak Financial Services as we continue to expand our foothold in the Northeast. We look forward to collaborating on our shared goal of providing personalized financial advice with an unmatched level of care.”
– Jim Cahn, Chief Strategy Officer of Wealth Enhancement Group
