RiskBridge Advisors LLC, a Norwalk-based investment adviser, has acquired Finley Davis Financial Group, a wealth management firm headquartered in Eugene, Oregon.
The merged entity will provide investment advisory services under the name RiskBridge Advisors LLC (Finley Davis Private Wealth).
The deal’s financial terms were not disclosed.
RiskBridge said the deal will broaden its private wealth management services and improve Finley Davis’ access to financial strategies, investment opportunities and research expertise.
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“Together, we can serve more individuals and families across the western U.S.,” said William Kennedy, RiskBridge’s CEO and chief investment officer.
RiskBridge’s headquarters is located at 401 Merritt 7 in Norwalk.
