client assets

Wealth Enhancement acquires Wise Wealth

November 5, 2025 · Business

US-based Wealth Enhancement has acquired independent registered investment adviser (RIA) Wise Wealth for an undisclosed amount. The transaction represents Wealth Enhancement’s 100th acquisition and adds Wise Wealth’s $464m…

J.P. Morgan Private Bank expands in Garden City | Long Island Business News

September 30, 2025 · Business

J.P. Morgan Private Bank opens new 16,458 sq-ft Garden City office to serve Long Island’s high-net-worth clients and plans to grow its local team Adina Genn Source link