WEG Acquires $219M Florida RIA

Wealth Enhancement Group has acquired Atlas Fiduciary Financial, an independent RIA with offices in Sarasota, Florida, and Oakland, New Jersey. Led by Founder & CEO Laura Mattia and Partner & CIO Stephen Craffen, the team of six manages over $219 million in client assets.

Established in 2020, Atlas Fiduciary Financial serves clients in Southern Florida, Northern New Jersey, and beyond, focusing on transparency and personalized financial solutions. The firm assists individuals preparing for and already in retirement, with a particular expertise in working with widows, professionals, and business owners.

This acquisition brings Wealth Enhancement Group to 12 locations in Florida and five in New Jersey. The deal enhances Wealth Enhancement Group's presence and capabilities in these regions.

To view the press release, click here.

Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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