On November 7, 2025, World Investment Advisors announced that it acquired TCG Wealth Management.
World Investment Advisors (“World”) announced, on November 7, 2025, that it acquired TCG Wealth Management (“TCG”). Under the terms of the transaction, TCG will join Boston Harbor Wealth Advisors, a branch of World. Further terms of the transaction were not disclosed.
World, based in Santa Barbara, California, is a registered investment advisor offering wealth management, financial planning, and retirement planning services. World has over $56.2 billion in assets under management.
TCG, based in Nashua, New Hampshire, is a registered investment advisor offering wealth management services to families, business owners, and non-profits across New England. TCG oversees approximately $140 million in client assets.
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