Wipfli Financial Advisors, a national wealth management firm based in Milwaukee with $5 billion in assets under management, is acquiring Redwood Wealth Management, Wipfli announced Thursday.
The addition of Redwood Wealth Management, a fee-only, independent advisory firm located in Alpharetta, Ga., with more than $300 million in AUM, expands Wipfli’s presence in the Southeast U.S.
Redwood, which is led by Shawn Meade and Lane Steinberger, has seven staff members. The transaction is expected to close by the end of the year.