Cadaret Grant, a subsidiary of Atria Wealth Solutions, a wealth management solutions company based in New York City, has successfully recruited Marshall Wealth Management Group and Cypress Private Wealth to its network of firms, Atria announced today.
Marshall Wealth Management, led by Brad Marshall and based in Los Gatos, Calif., and Cypress Private Wealth, led by Dominick Ruiz and based in San Jose, Calif., have a total of $220 million in combined client assets. Both firms were previously with LPL Financial.
The move is part of the growth planning for both firms.
Founded by Marshall in 2005, Marshall Wealth Management Group serves small businesses, entrepreneurs, business executives and technology professionals. Joining Marshall in the move to Atria are Robert Claros, the firm’s wealth advisor, and Deanna Dominguez, the director of business development.
Ruiz has served as CEO of Cypress Private Wealth since 2015 and built the practice with co-founder Patrick Bennett.