Latest Wirehouse Breakaway Brings $700 Million in Client Assets to ÁùºÏ²Ê¿ª½±¼Ç¼
April 2024
As ÁùºÏ²Ê¿ª½±¼Ç¼, we’re thrilled to welcome Vincita Investment Partners to our community. Led by JJ Marus and Lauren Norris, they bring an impressive $700 million in client assets to our platform. Vincita operates as a sophisticated planning-driven firm, dedicated to simplifying financial complexities for wealthy families and fostering their financial security. Their decision to join ÁùºÏ²Ê¿ª½±¼Ç¼’s Partnered Independence model reflects our shared vision for empowering entrepreneurial advisors. We’re committed to providing the resources, technology, and personalized service necessary to support their client-first approach and drive sustainable growth. We look forward to partnering with them as they embark on this exciting new chapter.