Cary Street Partners Accelerates Growth with the Addition of IFS Advisors, Inc.
SARASOTA, Fla. – (BUSINESS WIRE) – Cary Street Partners announced it has acquired IFS Advisors, Inc., a respected wealth management firm based in Sarasota, Florida, led by seasoned financial advisor Daniel J. Wolff. The move continues a string of recent expansions for Cary Street Partners, reinforcing the firm’s status as a leading independent wealth management firm in the industry.
“Dan’s values, client-first mindset, and deep roots in the community perfectly align with our mission. This partnership represents not just growth, but meaningful alignment around service, trust, and long-term value for clients.”
— Joseph R. Schmuckler, CEO, Cary Street Partners