Wentworth Management Services
Wentworth Management Services LLC is a holding company that focuses on acquiring and managing businesses within the wealth management sector. The firm specializes in consolidating independent broker-dealers to achieve economies of scale essential for effectively serving financial advisors in a technology-driven regulatory landscape. Wentworth emphasizes the importance of fostering long-term, productive relationships with its advisor base, which is central to its operational philosophy.
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Purshe Kaplan Sterling Investments
Acquisition in 2017
Purshe Kaplan Sterling Investments, Inc., founded in 1993 and headquartered in Albany, New York, is a provider of financial and brokerage services. The company specializes in a diverse range of offerings, including mutual funds, college savings plans, insurance, variable products, and alternative investments. It also provides services related to equity and fixed-income products, retirement planning, and access to professional money managers. Additionally, Purshe Kaplan Sterling Investments supports insurance agents with education, sales, and service assistance. The company operates as a subsidiary of Wentworth Management Services, LLC.
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