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Laidlaw Wealth Management Acquires Naples Wealth Planning to Expand Services in Florida
Wednesday 21 October 2020

New York-based Laidlaw Wealth Management has acquired Florida-based RIA Naples Wealth Planning, adding four new offices to Florida, the company said.

Terms of the transaction were not disclosed.

The agreement will launch a new platform at Laidlaw to service and expand the 1099 model for advisors.

The combination of the two platforms enhances Laidlaw's value proposition for clients and advisors, and adds a presence in Miami to boost growth in international business.

Laidlaw and Co. is a full-service investment bank, brokerage and wealth management firm offering personalised investment advice for high net worth individuals and skillful execution to private and public institutions.
Date Published: 21/10/2020