Finance Notes: Wealth adviser opens downtown workplace | Finance

“Whereas we work with purchasers throughout the nation, the brand new workplace provides to the corporate’s present U.S. presence and permits us to assist much more folks attain their monetary objectives. The transfer additionally represents a milestone for Harrison Wallace Monetary Group, because the enterprise continues to develop and expertise success after 20-plus years,” Daugs stated in a launch. “Tennessee is a superb location for a lot of causes however increasingly we’re seeing retirees transfer to Nashville. Whether or not you are already in your golden years, simply getting began or navigating investments amid inflation, I satisfaction myself on taking the time to grasp every of my consumer’s distinctive objectives and construct long-term partnerships.”

Harrison Wallace Monetary Group joined Nebraska-based Carson Group’s advisory community in 2014.

Atlanta-based Homrich Berg lately expanded to Nashville.

The information comes as Homrich Berg introduced the acquisition of Calvary Wealth, which has a presence in August, Ga., and Columbia, S.C.

In line with a launch, Homrich Berg manages greater than $13.5 billion for greater than 3,000 households across the nation.

The corporate lists workplace area on the Gulch Crossing constructing on Demonbreun Avenue. Wilson Reece is Homrich Berg’s Nashville-based director.