On July 17, 2024, World Investment Advisors LLC announced that it acquired Boston Harbor Wealth Advisors, LLC.
World Investment Advisors LLC (“World”), on July 17, 2024, announced that it acquired Boston Harbor Wealth Advisors, LLC (“Boston Harbor”). Further terms of the deal 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 $37 billion in assets under management.
Boston Harbor, based in Westborough, Massachusetts, is a wealth management firm providing financial planning and wealth optimization services. Boston Harbor has $3.5 billion in client assets under management.
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