On August 6, 2025, Aspen Standard Wealth announced its acquisition of MG Financial.
Aspen Standard Wealth (“Aspen”) announced, on August 6, 2025, its acquisition of MG Financial (“MG”). Under the terms of the deal, MG’s existing team will remain in place. Further terms of the transaction were not disclosed.
Aspen, based in New York City, is a holding company that acquires wealth management platforms and registered investment advisors.
MG, based in Boston, is a registered investment advisor offering wealth management, tax and estate planning services. MG has approximately 1.1 billion in assets under management.
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