Savant Wealth Management Expands Presence in Florida with Acquisition of FirstWave Financial

January 17th, 2024, 11:45 AM

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Savant Wealth Management has completed its fourth acquisition in just over a month, acquiring FirstWave Financial, a registered investment advisory firm based in Satellite Beach, Florida.

FirstWave holds approximately $440 million in assets under management for nearly 250 clients. The 14-person team, led by Laura Chiesman, joined Savant on January 1st. This move aligns with Savant's ambitious goal to triple its assets over the next four years.

The deal marks Savant's 11th acquisition and sixth entry into a new state within the last year, expanding its presence to 39 offices in 15 states.

Financial Advisor Transitions consults advisors nationwide to explore employment transition options and to preserve and protect their practice in any transition that they make.

Savant Wealth Management Expands Presence in Florida with Acquisition of FirstWave Financial

January 17th, 2024, 11:45 AM

Savant Wealth Management has completed its fourth acquisition in just over a month, acquiring FirstWave Financial, a registered investment advisory firm based in Satellite Beach, Florida.

The deal marks Savant's 11th acquisition and sixth entry into a new state within the last year, expanding its presence to 39 offices in 15 states.

Financial Advisor Transitions consults advisors nationwide to explore employment transition options and to preserve and protect their practice in any transition that they make.