Good Life Announces Partnership with Firenze Wealth Management

April 18, 2019

On April 1, 2019, Good Life Companies announced that it had entered into a partnership with Firenze Wealth Management.The Firenze Wealth Management (“Firenze”) team, led by founders Carrie Mullins and Sara Tanner, was previously with Foresters Financial Services, Inc., but will join Good Life Companies (“Good Life”) with three advisors, five client care specialists and one financial representative. Terms of the partnership were not disclosed.

Firenze is a Portland, Oregon-based wealth management company with approximately $390 million in client brokerage, advisory and retirement plan assets.

Good Life is a platform that supports independent financial advisory practices. The Good Life network offers insurance services, investment management services, financial planning and retirement planning.

To read the press release: please click here.

 


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Investment Manager Strategic Investments, Transactions