Nesso Wealth, a Milldale, Conn.-based team with $262 million in client assets, has joined NewEdge Advisors, a New Orleans RIA that supports independent financial advisors, NewEdge announced Tuesday.

Nesso Wealth provides wealth management services to individuals, families and business clients. The firm also delivers specialized accounting and tax services and supports property and casualty insurance, employee benefits, and Medicare and wellness programs, NewEdge said.

Nesso Wealth's CEO Matt Glatt will continue with the firm, as will Ty Bongiovanni, the firm's senior vice president and managing partner. Also coming over are Nesso partner Kevin Christopher, as well as six other advisors and 11 support staff members. Nesso was previously associated with the Carson Group.

Alex Goss, co-CEO and co-founder of NewEdge Advisors, said in a statement, “Our firm seeks to work with financial advisors who have already built a successful business. ... Our affiliation model, client solutions, technology and culture provide growth-minded advisors and leaders with the right environment to achieve their next level of success. We look forward to supporting Nesso as they achieve their ambitious goals.”

Previously known as Goss Advisors, NewEdge became a part of EdgeCo Holdings in 2020. The firm said it attracted more than 70 advisors from 30 firms during 2023.