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Wealth Enhancement Group acquires Retirement Strategies, Inc.

Independent wealth management firm, Wealth Enhancement Group, has signed a definitive agreement to acquire Retirement Strategies, Inc.,PE Hub reported. Financial terms of the transaction were not announced. Retirement Strategies (RSI) is an independent financial advisory practice with more than $350 million in client assets and is based in Jacksonville, Florida. Wealth Enhancement Group is backed by Lightyear Capital LLC.


M&A,M&A deals,mergers and acquisitions