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July 17, 2024 at 02:09 PM
World Investment Advisors, formerly Pensionmark, has acquired Boston Harbor Wealth Advisors, an independent financial services firm headquartered in Westborough, Massachusetts.
The acquisition adds some $3.5 billion in assets under management to World Investment Advisors, according to the announcement, alongside some 76 team members and 15 offices across the Northeast and Ohio. Overall, the combined firm manages $11.5 billion across its national client base.
Partnering with World Investment Advisors will enable BHWA to expand its existing acquisition strategy while providing new opportunity for its advisors and clients, said the firm’s CEO, Matthew Davis.
“Having World’s backing will significantly increase our effectiveness as we expand our recruiting efforts in the RIA space with a more robust and competitive offering for advisors,” David said.
