Mercer Advisors bolsters Connecticut presence with Regent takeover

Pedro Gonçalves
clock • 1 min read

Mercer Global Advisors, a Denver, Colorado-based national registered investment adviser, has acquired Regent Wealth Management Group, an RIA firm managing $300m based in Woodbridge, Connecticut. Regent Wealth Management Group focuses on HNW clients and will be the third Mercer office in the state and its 11th in the Northeast region.  Alan Weiss, founder of Regent Wealth Management, said: "Regent was founded and built around holistically servicing our clients' financial needs at the highest level. "It was equally important that we provide unbiased advice to our clients; being ‘fee ...

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