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Maxwell Locke & Ritter Sells Wealth Affiliate, Debuts Brand Refresh and New Website
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Subscribe02 APR 2024 / M&A UPDATES
Maxwell Locke & Ritter has sold its affiliate firm, ML&R Wealth Management, to Creative Planning in a strategic move to focus on its core accounting and advisory services. As part of the transition, the company also unveiled a refreshed brand identity and revamped website, aiming to reinforce its client-first philosophy, adapt to evolving client needs, and attract top talent while celebrating its 33rd anniversary.
Maxwell Locke & Ritter has announced the strategic sale of its affiliate firm, ML&R Wealth Management, to Creative Planning. The transition marks a pivotal step for both firms and allows wealth management clients to continue receiving personalized...
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