HUB International acquires Pennsylvania-based Heritage Wealth Management
HUB International said that it has acquired the assets of Heritage Wealth Management Group, a Pennsylvania-based financial services provider, for an undisclosed price.
Heritage Wealth Management Group serves clients across Western Pennsylvania by helping them in reaching their long-term financial goals.
The financial services provider is said to have 300 clients and as of January 2022, had assets of over $205 million.
HUB International acquires Pennsylvania-based Heritage Wealth Management. Photo courtesy of Gerd Altmann from Pixabay .
Joe DeNoyior — Hub Retirement and Wealth Management President said: “We are excited to welcome Mike and the team to Hub.
“Their experience both on the plan side and serving wealth management clients with their “client first” approach which aligns to the HUB RPW service model.”
Michael Finnell, who is the president of Heritage Wealth Management Group, along with the company’s team will join Hub HDH.