CityWire: When Freedom is Part of the Deal

Behind Cary Street Partners’ Acquisition of $224m Waypoint Advisors For Virginia Beach, Virginia-based Waypoint Advisors, finding the right M&A partner was a labor of love. Elizabeth Patterson, the $224m firm’s president, first began looking for a buyer in the fall …

Read More…

Financial advisory firm extends acquisition streak

A Richmond-based wealth management firm looked eastward for its latest acquisition. Cary Street Partners on June 30 absorbed Virginia Beach-based Waypoint Advisors, giving the firm its first presence in Hampton Roads. Joe Schmuckler, CEO of Cary Street Partners, said the …

Read More…

wealthmanagement.com: Cary Street Acquires $215 Million AUM Waypoint Advisors

Cary Street will merge with Waypoint Advisors, creating a combined firm with $4 billion in client assets. Cary Street Partners, the wealth management arm of Cary Street Partners Financial based in Richmond, Va., has acquired Waypoint Advisors, a Virginia Beach, …

Read More…

Richmond Times Dispatch: Richmond-based Cary Street Partners agrees to acquire Virginia Beach-based investment advisory firm

The Richmond-based wealth management firm Cary Street Partners is acquiring a Virginia Beach-based investment advisory firm. Cary Street Partners said Tuesday it has entered into a definitive agreement to acquire independent registered investment advisor Waypoint Advisors. Founded in 2001, Waypoint …

Read More…

Cary Street Partners Unifying Under Single Brand

Richmond, VA — Cary Street Partners today announced the firm has formally changed the name of its holding company to Cary Street Partners Financial LLC from Luxon Financial LLC. In addition to the holding company, the asset management and wealth …

Read More…

Top Guns Manager of the Decade Awarded to Tradition Asset Management

Summit, New Jersey – Tradition Asset Management today announced that it has been awarded a PSN Top Guns distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers. Read More …

Read More…

Luxon and Ducera Announce Strategic Alliance

Luxon Financial LLC, parent of Richmond, Virginia based wealth advisor Cary Street Partners, and Ducera, a New York City based independent investment bank, have announced a strategic alliance to drive business for both firms. Read More …

Read More…

Cary Street Partners’ Fredericksburg Wealth Management Office To Move Locations

Cary Street Partners was announced as the newest tenant for the Liberty Place development in Fredericksburg. The to-be-built commercial building will be 86,000 square feet with an attached 300+ space parking garage in downtown Fredericksburg. Cary Street Partners will occupy …

Read More…

Cary Street Partners named to Financial Times Top 300

Cary Street Partners announces it has been named to the Financial Times 300 Top Registered Investment Advisers list for 2018. The FT 300 recognizes top financial advisory firms from across the U.S. The Financial Times conducts an independent analysis of …

Read More…

Cary Street hires ex-CEO of regional bank wealth advisor in Virginia’s Tri-Cities area

Bryan Lawson has joined Cary Street Partners Investment Advisory LLC, an Abingdon, Va.-based wealth advisor. Full Article.  …

Read More…