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 Group is an independent wealth and investment management firm dedicated to serving high-net-worth individuals, families, and businesses. Based in Philadelphia, the firm offers comprehensive financial planning services aimed at creating, growing, and preserving the wealth of its clients. Its specialized investment advisory encompasses various aspects of financial management, including wealth planning, retirement planning, asset protection, and executive planning. By focusing on personalized strategies, Samson Wealth Management Group seeks to address the unique financial needs and goals of its clientele across the country.

Collins Investment Group

Acquisition in 2021
Collins Investment Group is a financial services firm focused on delivering personalized investment solutions tailored to meet individual client needs. The company emphasizes building long-term relationships based on trust and client satisfaction. Its comprehensive range of services includes tax documentation, asset allocation advice, equity investment assistance, retirement and estate planning, as well as lending services. By providing fee-based management and other financial services, Collins Investment Group aims to ensure that clients can effectively manage their investments and achieve their financial goals.
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