Client
Transaction
Acquisition of 100% sharesTarget company
Date
2023Transaction advisory to Wealthcare, a portfolio company of NewSpring, on the acquisition of Sommers Financial Management
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Company information
Wealthcare architected its original goals-based planning and investing methodology more than 20 years ago and holds 12 patents on its established goals management process. Powered by its patented Comfort Zone®, Wealthcare’s approach features innovative, personalized experiences and step-by-step tools that create deeper relationships between advisors and investors.
Target information
Sommers Financial Management creates wealth management solutions to fit your needs and your lifestyle. We use a disciplined, personalized approach that takes the stress out of planning and investing.