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Home / transaction / Berkshire Global Advisors acted as financial advisor to QCI Asset Management, Inc.
Berkshire Global Advisors acted as financial advisor to QCI Asset Management, Inc.
  • has entered into a strategic partnership with

    • Berkshire Global Advisors acted as financial advisor to QCI Asset Management, Inc.

  • Date: September 2021
  • Sector: Wealth Management
  • Region: North America
  • Seller AUM: $5.2 Billion

    • Seller Details:
    QCI Asset Management, Inc. is an independent RIA based in the Rochester, N.Y., region that includes 12 financial advisors collectively overseeing $5.2 billion in client assets. Founded in 1975, QCI specializes in financial planning, wealth management, investment management and retirement consulting services for high-net-worth individuals, trusts, pension and retirement plans, corporations, higher education institutions and other non-profit clients.

    Buyer Details:
    Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 1997, Wealth Enhancement Group serves clients nationwide. Wealth Enhancement Group specializes in providing retail clients with the team-based knowledge and resources they need to simplify their financial life.

    Transaction Summary:
    Upon completion, the transaction will be Wealth Enhancement Group’s 13th of 2021, bringing the firm’s total client assets to $52.4 billion. QCI’s business will be Wealth Enhancement Group’s first location in Western New York.