June 9, 2023
On June 6, Willkie client Cetera Financial Group, one of America’s largest networks of financial professionals, announced its acquisition of The Retirement Planning Group, LLC. (TRPG), an independent registered investment advisory firm.
TRPG serves high-net-worth individuals, families and retirees and manages approximately $1.4 billion in assets under management across approximately 1,825 client accounts with 40 employees, including 14 advisors, as of April 30, 2023. In addition to holistic financial planning services, TRPG provides tax solutions as well as payroll and bookkeeping services to serve wide-ranging wealth management needs.
Cetera Financial Group is an at-scale national fiduciary wealth hub offering financial professionals and institutions the latest solutions, support and services. It oversees approximately $330 billion in assets under administration and $116 billion in assets under management, as of March 31, 2023.
The Willkie team was led by partner Manuel Miranda and included associates Christian Bonser, Joseph Moran and Joshua Wexler.
TRPG serves high-net-worth individuals, families and retirees and manages approximately $1.4 billion in assets under management across approximately 1,825 client accounts with 40 employees, including 14 advisors, as of April 30, 2023. In addition to holistic financial planning services, TRPG provides tax solutions as well as payroll and bookkeeping services to serve wide-ranging wealth management needs.
Cetera Financial Group is an at-scale national fiduciary wealth hub offering financial professionals and institutions the latest solutions, support and services. It oversees approximately $330 billion in assets under administration and $116 billion in assets under management, as of March 31, 2023.
The Willkie team was led by partner Manuel Miranda and included associates Christian Bonser, Joseph Moran and Joshua Wexler.
