Wealth Management Group of North America has transitioned to Triad Advisors broker-dealer and hybrid RIA multi-custodial platform. The group has offices in Farmington, Conn., and Delray Beach, Fla., and oversees client assets of approximately $130 million.
Founded in 1995 by CEO Daniel Friedman and president and CFO Brian Beck, the group specializes in working with small businesses, assisting corporate executives with issues surrounding stock options, restricted stock, deferred compensation and other non-qualified benefits, and dental and specialized medical practices.
Please send On the Move items to Kathy Lynch.