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Two Wealth Management Firms Announce Merger Negotiations
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Subscribe16 JUN 2025 / M&A UPDATES
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Lumsden & McCormick Financial Services, LLC and Lifetime Wealth Management Group, Inc. have entered into merger discussions to bring their financial planning, tax, and advisory services together. The planned merger, intending for a seamless transition while expanding the service provision and regional reach, signifies a major consolidation in Western New York's wealth advisory market.
Lumsden & McCormick Financial Services, LLC and Lifetime Wealth Management Group, Inc. have entered merger negotiations, aiming to unite their financial planning, tax, and advisory capabilities under one roof. The transaction is expected to close with...
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