Traverse Wealth Merges With GreerWalker Wealth
Combination will expand services and expertise with a “client first” focus
GreerWalker Wealth and Traverse Wealth are joining forces. The two regional wealth management firms announced today they will combine operations to better serve both companies’ clients. The merger will result in expanded financial planning and wealth management services, including expertise in accounting and tax, and includes access to an advanced technology platform that can provide clients real-time data anywhere in the world.
“Number one, top of our list, is extraordinary client service,” said John Norman, Managing Partner of GreerWalker. “We were looking for somebody who shares our values and can embrace our culture. Somebody that can bring new skills and new service levels to our existing clients, and who’s going to challenge our status quo.”
GreerWalker Wealth was founded in 1997 as the investment affiliate of GreerWalker LLP, a leading CPA and business advisory firm with offices in North and South Carolina. A Registered Investment Advisor, GreerWalker Wealth operates under the strictest fiduciary standards.
“It is a perfect fit,” added Eric Hutchby, a founder of Traverse Wealth and the new managing partner of GreerWalker Wealth. “Traverse was created to fill the void found at most corporate wealth management firms. We wanted to build a business that would treat clients the way we wanted to be treated. A firm where clients come first. GreerWalker Wealth does just that, and we couldn’t be more excited about what the future holds.”
Founded in 2006, Traverse Wealth is based in Mooresville, North Carolina.
Both Hutchby and Norman call the decision a “win-win” for our clients.
“Day to day, nothing is going to change as it relates to our personal relationships with our clients. Same culture, same people, same process with a deeper bench of talented advisors,” said Hutchby.
Norman agreed, “As we looked at our current wealth offering, which is an important part of GreerWalker LLP, it became clear that we needed to expand our resources, become more innovative and proactive. By merging with the team from Traverse Wealth, we will be able to offer a whole new level of service for our clients.”
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