FUNDRAISING NEWS | July 10, 2024
Wealth Enhancement Group has acquired Peak Financial Services, a Massachusetts-based hybrid registered investment advisor firm with over $123 million assets under management.
Founded in 1995 by Kevin O'Brien, Peak Financial Services offers wealth management services to executives, retirees, pre-retirees, and clients in high-tech and biotechnology sectors. The firm has been serving central Massachusetts for 29 years and is recognized for its comprehensive financial planning. Kevin O'Brien, a respected figure in the financial community, has been a speaker at various business events and has served on several non-profit boards and committees.
This acquisition marks Wealth Enhancement Group's fourth location in Massachusetts. The financial terms of the acquisition were not disclosed. The acquisition of Peak Financial Services is part of Wealth Enhancement Group's ongoing expansion strategy, having acquired three firms in the past two months.
John Washington is the Data Research Analyst at Dakota.
