Vermont Business Magazine Vermont Wealth & Retirement, a South Burlington, Vermont-based Registered Investment Advisory, headed by Tim Carney, CFP has been acquired by Connecticut-based Hammond Iles Wealth Advisors, headed by Greg Hammond, CFP, CPA and Scott Iles. Hammond Iles has clients in 32 states and recently placed in Connecticut’s largest RIA Industry Awards.
The merger is complete, and kicked off with a November 2, 2018 client event at the Burlington Country Club. Vermont Wealth & Retirement will retain its name, office location and the same helpful staff, plus they now have increased capacity to host a series of investing education classes, and offer advanced business and charitable planning. The acquisition has conveniently filled a need for Carney too, in the form of a formal succession plan. He is considering retiring in a few years.
“I wanted to be sure my clients are comfortable and well cared for,” Carney said.
Source: (South Burlington, VT, January 3, 2019) Vermont Wealth & Retirement