Integrity Marketing Group Acquires WealthFirm

INVESTMENT MANAGEMENT DEALS BLOG

October 15, 2021

On September 28, 2021, Integrity Marketing Group, LLC announced it has acquired WealthFirm.

Under the terms of the transaction, Integrity Marketing Group, LLC (“Integrity”) has acquired WealthFirm. The co-CEOs of WealthFirm, Nancy Brozek and Jared Faltys, will join Integrity as Managing Partners. Further terms of the deal were not disclosed.

Integrity, based in Dallas, Texas, distributes life insurance, annuities, long-term care insurance and funeral trust plans, primarily focusing on senior citizens.

WealthFirm, based in Norfolk, Nebraska, is a wealth management and retirement planning firm. WealthFirm is the combination of Wealth Management LLC, a registered investment adviser, and Retirement Plan Consultants, an advisory resource. WealthFirm has approximately $3.5 billion in assets under administration across its two entities.

To read the press release: please click here.