HBKS Wealth Advisors Completes Merger Agreement with Comprehensive Wealth Solutions

05/02/2016 — Download

Fredonia, New York – HBKS® Wealth Advisors announced today it has completed a merger agreement with Comprehensive Wealth Solutions (CWS). Under the agreement, the Fredonia, New York-based wealth management firm began operating as HBKS® on April 29, 2016.

“We have been growing very rapidly to the point that we need additional capabilities and support to properly serve our large and disparate client base,” said Principal Jim Arcoraci, CRPC. “We wanted to add depth and breadth to our organization in order to continue to provide the service our clients deserve and that allows us to make a difference.”