CLEVELAND (June 20, 2017) - Aurum Wealth Management Group LLC, an investment advisory firm headquartered in Cleveland, Ohio and a Skoda Minotti affiliated firm, is pleased to announce that it has finalized an agreement to combine the assets and human capital of Reghetti Moore Wealth Advisors (Reghetti Moore), an Akron, Ohio-based wealth management firm.
Moving forward, the combined entity will operate under the Aurum Wealth Management, a Skoda Minotti firm corporate brand. The current Reghetti Moore team will continue to operate in Reghetti Moore’s Akron office for the foreseeable future. Terms of the transaction are not being disclosed.
“This is an incredibly positive, synergistic fit that benefits both organizations—and most importantly, each organization’s clients,” said Eric N. Wulff, partner, Aurum Wealth Management Group LLC. “Reghetti Moore enjoys a strong presence in the Akron market; they round out our operations staff with talented and dedicated team members. Conversely, we enhance their capabilities with our expertise, experience, service array, and advanced trading and technology resources. This combination adds tremendous depth across each enterprise and will provide clients with unprecedented resources and fiduciary expertise to help them achieve their financial objectives.”
“Each organization shares the same strong commitment to planning and process,” said Christopher D. Bart, partner, Aurum Wealth Management Group LLC. “We approach our daily work with a client-first philosophy, and that commitment will be strengthened through the enhanced capabilities of this combined organization.
“Additionally, Aurum and Reghetti Moore have grown rapidly in recent years, so this merger will give us more time to focus on serving our expanding client base,” added Bart.
“Both organizations align on core values, and a commitment to delivering enduring value through expertise, caring and independence. We look forward to working with Eric, Christopher and the entire Aurum team to build and enhance the success of our clients and staff,” said Perry Reghetti, founder and independent wealth advisor, Reghetti Moore.
“Skoda Minotti is a top 100 accounting firm that offers a broad array of key business advisory services, so in many ways beyond wealth management, this combination expands and deepens the capabilities and offerings that we provide to our clients,” said Chuck Moore, partner and independent wealth advisor, Reghetti Moore.
About Aurum Wealth Management Group LLC
At Aurum Wealth Management Group LLC, our mission is to provide you with the resources, expertise, and technology to help you become an effective CEO of your money. Aurum Wealth Management Group is a fee-based Registered Investment Advisor (RIA) affiliated with Skoda Minotti, one of the nation’s largest independent CPA and business advisory firms. Our services are focused on both family wealth management and corporate retirement plans such as 401(k)s.
Learn more at www.aurumwealth.com or by calling 866-605-1901.
About Skoda Minotti
Skoda Minotti is a national business advisory firm dedicated to helping our wide range of clients grow and achieve financial success. Our unique family of services includes accounting, tax, financial, information technology, professional staffing, risk, marketing, valuation and litigation and wealth management. Skoda Minotti has won the Inc. 5000 award 13 times, more than any other company. We are a member of The Leading Edge Alliance, the second largest international professional association. Learn more at www.skodaminotti.com.