Wealth Enhancement has purchased the wealth advisory business of Arbor Capital Management, an independent registered investment adviser (RIA) with over $345 millions in client assets and an office setup in Anchorage and Fairbanks, Alaska. The take over also means that Wealth Enhancement will be operating in Alaska and they have now amassed over $161.7 billion in client advisory, trust and brokerage assets. Founded in 1996, Arbor Capital Management assists various types of clients – individuals families business owners, retirement plans and institutional clients – with services like investment management, retirement planning, tax planning, estate planning, and equity compensation.
Also Read: VitalCX and Innova Solutions Join Forces to Modernize Healthcare Operations and Revenue Cycle Management
Jeff Dekko, Chief Executive Officer of Wealth Enhancement, said, “Arbor Capital Management has deep roots in Alaska and relationships that extend well beyond the state. For three decades, Matthew, Ty and their team have demonstrated that meaningful advice is not bound by geography. Their combination of personal connection and sophisticated planning has built an enduring advisory business, and we are proud to support its continued growth.” Kolesky added, “Joining Wealth Enhancement allows us to preserve the personalized relationships and fiduciary approach our clients have come to expect.”
