Creative Planning Acquires $2.2 Billion Firm Rockbridge Investment Management To Expand New York Presence
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Summary
Creative Planning, an independent wealth management firm, has acquired Rockbridge Investment Management, a Syracuse, New York-based fiduciary advisory firm overseeing approximately $2.2 billion in assets under management. The transaction expands Creative Planning's presence in Central New York while adding 23 employees and an established financial planning business serving individuals and families. The post Creative Planning Acquires $2.2 Billion Firm Rockbridge Investment Management To Expand New York Presence appeared first on Pulse 2.0 .
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