Why are we merging now?
The timing is extraordinary. The two firms have had a relationship for some time and have known each other professionally and socially for over ten years. Eric Hutchby, Managing Partner of Traverse Wealth has served with GreerWalker’s Managing Partner, John Norman, on the Board of Directors for the YMCA. In addition Eric and John have attended the same church for over a decade.
Traverse Wealth and GreerWalker mirror each other’s professional values, mission and vision. We think alike about how best to take care of our clients: we each place our clients’ wellbeing above all else. This made the merger right on every level.
While the merger meets different needs for each firm, all clients will be getting more value and service offerings than before. Traverse Wealth brings new investment options and leadership to the team. GreerWalker Wealth brings additional service options through its affiliate, GreerWalker LLP, as well as a deeper bench of advisors to enable us to serve you and your family well into the future.
What does this mean for clients?
Will fees go up? Will we have to change account custodians?
Traverse Wealth merges with GreerWalker Wealth to offer expanded services and expertise with a client-first focus.
Same culture, same people, same process with a deeper bench of talented advisors.