CityWire: Upstart aggregator Uniting Wealth Partners adds NY advisor duo

CityWire shared the recent announcement of Rick and Alecia Dougherty’s team joining Uniting Wealth Partners, helping to establish the aggregator’s Northeast presence.

John Phoenix, Founder and Managing Partner, told CityWire: “The Dougherty’s bring a ‘deep understanding of alternatives’ and have expertise in complex 1031 real estate transactions.”

Read the full article here:

FA Online: Uniting Wealth Recruits $235M AUM Husband-Wife Advisor Duo
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BusinessWire: Uniting Wealth Partners Welcomes Rochester, NY-based, $235M AUM* Team