PEmarket News

Financial Planning

March 3, 2026

Aspen Standard Wealth Expands Portfolio with Acquisition of BlueSky Wealth Advisors

Aspen Standard Wealth (ASW), a prominent independent wealth management firm, has acquired BlueSky Wealth Advisors, a registered investment advisor managing $1 billion in assets. This acquisition is aimed at expanding ASW's service capabilities and enhancing client offerings nationwide. The deal was facilitated by John Doe, CEO of ASW, and Jane Smith, founder of BlueSky. Both firms are committed to ensuring a smooth client transition during the integration process.

Financial Planning

Aspen Standard Wealth Expands Portfolio with Acquisition of BlueSky Wealth Advisors

Latest Posts

Charles Schwab Expands Wealth Management with Forge Global Acquisition

SolomonEdwards Strengthens Office of the CFO Solutions with CFO's Domain Acquisition

Bluespring Wealth Partners Expands Reach with Acquisition of SHP Financial

Jump Partners with TaxStatus to Enhance Financial Advisory with IRS-Verified Data Integration

EP Wealth Advisors Expands Southwest Footprint with LongView Asset Management Acquisition

Empowering Women: The Standard Launches New Financial Literacy Initiative

Leo Berwick Expands North American and Indian Operations with Key Senior Hires

Tellory Hosts Premiere of Documentary on Perimenopause: A Step Forward in Women's Wellness

Empower Introduces Innovative $1,000 Benefit Program for Employees' Families

Ritholtz Wealth Management Implements Succession Plan to Ensure Longevity and Growth

NewEdge Advisors Expands Footprint with $1.4 Billion Tennessee Team Acquisition

Echo Financial Expands Advisory Services into Higher Education Sector

Asset-Map Partners with Jump to Enhance Client Financial Planning

Altruist Partners with Lifeworks Advisors to Elevate Client Experience

Revolutionizing Wealth Management: Bogart Wealth Launches The Way Forward Framework

Capital Financial Partners Enhances Accessibility to Estate Planning with New Digital Service

Zocks Secures $45 Million in Series B Funding to Enhance AI Solutions for Financial Advisors

TRPG Boosts Michigan Footprint with $300M First Financial Acquisition

Wealth Enhancement Strengthens Midwestern Reach with Guidance Wealth Acquisition

Mariner Strengthens West Coast Advisory Network via Defined Financial Planning Buy

Creative Planning Accelerates Retirement Advisory Ambitions with SageView Acquisition

Waverly Advisors Bolsters New England Presence with $447M Bridge Creek Capital Acquisition

Waverly Advisors Breaks Into the Pacific Northwest with $5B Pacific Portfolio Deal

MAI Capital Strengthens Southeast Reach with Liberty Private Client Acquisition

Waverly Advisors Strengthens Ohio Footprint with Brass Tax Wealth Management Buy

Mercer Advisors Bolsters Creative Wealth Offering with Singer Burke Acquisition