Brett Bernstein

CEO and Co-Founder

Curtis Congdon

President

Rob Kantor

CIO and Co-Founder

2 past transactions

Samson Wealth Management Group

Acquisition in 2022
Samson Wealth Management is an independent wealth and investment management firm that focuses on providing comprehensive financial planning services to high-net-worth individuals, businesses, and families. Based in Philadelphia, the firm specializes in creating, growing, and preserving wealth through tailored financial advisory services. Its offerings include investment advisory, wealth planning, retirement planning, asset protection planning, and executive planning, all designed to meet the unique needs of affluent clients.

Collins Investment Group

Acquisition in 2021
Collins Investment Group offers personalized investment solutions aimed at maximizing individual financial growth. The firm focuses on building long-term relationships with clients, emphasizing trust and satisfaction. Its comprehensive range of services includes tax documentation, asset allocation advice, order processing, equity investment assistance, retirement and estate planning, as well as lending services. By tailoring investment strategies to meet each client's specific needs, Collins Investment Group strives to provide a customized and supportive investment experience.
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