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 Advisors serves high net worth clients and foundations across the nation.