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WealthPoint Announces Merger, Acquisition

Wendy Connett Editor New York 24 January 2011

WealthPoint Announces Merger, Acquisition

Phoenix, Arizona-based WealthPoint has acquired Liquidity Partners and merged with Pivotal Financial. Terms of the deals were not disclosed.

Also based in Phoenix, Liquidity Partners, specializes in clients with privately owned businesses and providing guidance and planning for their eventual exit.

Pivotal Financial provides planning and financial services to self-made entrepreneurs.

WealthPoint provides succession, exit and wealth transfer planning to affluent clients. It was established in May 2010 by managing director Ryan Barradas to serve affluent families and middle-market clients, and family-owned and controlled companies.

 

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