Modern Wealth makes a purchase

Ary Rosenbaum - The Rosenbaum Law Firm P.C.
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Modern Wealth Management acquired Beltz Ianni & Associates’ advisory business and their third-party plan administration services, Enhanced Retirement Solutions, which will be rebranded to Modern Wealth Business. The move is the 6th acquisition for Modern Wealth since its founding in April 2023 by former Goldman Sachs and United Capital executives Gary Roth and Mike Capelle.

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

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