GYL Financial Synergies to acquire Wechter Feldman

INVESTMENT MANAGEMENT DEALS BLOG

October 15, 2021

On August 23, 2021, it was announced that GYL Financial Synergies, L.L.C. will acquire Wechter Feldman Wealth Management, Inc.

Under the terms of the transaction, GYL Financial Synergies, L.L.C. (“GYL”), a partner firm of Focus Financial Partners, Inc. (“Focus”), will acquire Wechter Feldman Wealth Management, Inc. (“Wechter Feldman”). Further terms of the deal were not disclosed.

GYL, based in Westport, Connecticut, provides financial planning and investment management services to high net worth individuals, families, institutions and endowments.

Focus (NASDAQ: FOCS), based in New York, is a partnership of independent fiduciary wealth management firms. Focus provides access to best practices, resources, and continuity planning for its partner firms.

Wechter Feldman, based in Parsippany, New Jersey, provides financial planning and investment management services to high net worth families and individuals.

To read the press release: please click here.