Lightyear-backed Wealth Enhancement to buy Planning Solutions Group

Wealth Enhancement Group, a portfolio company of Lightyear Capital, said July 25 that it closed its buy of Planning Solutions Group LLC. Financial terms weren’t announced. Planning Solutions, of Fulton, Maryland, is an independent financial advisory business with more than $1.3 billion in combined client assets as of June 30.

25 July 2019•2 mins read
Feature image
LinkedInXEmail
LinkedInXEmail

Related articles