Family Wealth Report recently featured the addition of Rick and Alecia Dougherty’s NY-based team under Uniting Wealth Partners’ RIA aggregate in their September 17th “People Moves” article.
From Jay Hummel, Founder and Managing Partner: “We developed Uniting Wealth Partners for advisors like Rick and Alecia, who recognize the value of becoming their own aggregator, rather than losing out on margin to a third party.”
Read the full article here.