McGladrey Grows Wealth Management Practice Through Pacilio Wealth Management Transaction
McGladrey LLP, the nation's leading provider of assurance, tax and consulting services focused on the middle market, announced today the acquisition of substantially all the assets of Pacilio Wealth Management by McGladrey Wealth Management LLC.
The transaction provides McGladrey with a wealth management presence and enhances the firm's position as the leading provider of assurance, tax and consulting services focused on the middle market in Connecticut.
"We are pleased to welcome the Pacilio Wealth Management team and clients to McGladrey," said Tom Ferreira, McGladrey's regional managing partner- northeast region. "We have been looking for opportunities to bring Wealth Management to our northeast region, and the strong reputation and solid client base of Pacilio Wealth Management provide a great foundation for us to begin offering this value-added service to our current and potential clients in Connecticut and across the region."
McGladrey and Pacilio Wealth Management share a client-centric approach to doing business with a focus on building enduring, trusted relationships.
"We are very excited to be merging with McGladrey Wealth Management. Their approach to wealth management, combined with the firms' clientele and values, are very similar to Pacilio Wealth. To be selected as the firm to help build a presence here in Connecticut and the region was highly compelling. Our current clients will also benefit from the many resources McGladrey has to offer," said Tom Pacilio, managing partner of Pacilio Wealth Management.
Pacilio Wealth Management is an investment advisor representative firm located at 450 Post Road East in Westport, Connecticut. The firm has two managing partners and two additional employees. They advise and invest for high net worth individuals and families primarily in Fairfield County, Connecticut and New York City.
About McGladrey Wealth Management
McGladrey Wealth Management LLC provides investment advisory services, financial planning and other wealth management services to individuals and businesses. McGladrey Wealth Management LLC is an SEC-registered investment advisor. McGladrey Wealth Management's parent company and sole member is McGladrey LLP.
Effective Oct. 26, 2015, McGladrey will unite with fellow members of our global network under the common brand name RSM. McGladrey LLP is the leading U.S. provider of assurance, tax and consulting services focused on the middle market, with 8,000 professionals and associates in 80 cities nationwide. A licensed CPA firm, McGladrey serves clients around the world through RSM International, a global network of independent accounting, tax and consulting firms. For more information, join our Facebook fan page at McGladrey News, follow us on Twitter @McGladrey, and connect with us on LinkedIn, and/or on YouTube.