April 26, 2018 — HBKS® Wealth Advisors(HBKS) acquires a minority stake in K·Coe Isom LLP’s subsidiary K·Coe Wealth Management LLC.
“Our firms have a great deal in common, from our regard for the client experience to our cultural values and standards,” said HBKS Wealth Advisors CEO and Managing Partner Christopher M. Allegretti in a statement. “We are excited about the opportunity this venture provides, to extend our presence and influence west as far as California with a firm we have long respected.”
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