Exton, PA– Simone Zajac Wealth Management Group (SZWMG) has announced that it has purchased the assets of Iron Valley Wealth Management of Chester Springs, Pa. Both firms believe that the purchase will better serve the needs of their investment clients. The terms of the agreement closed on October 1, 2017.
“We are excited to welcome Iron Valley Wealth Management to our team, as it pairs two well-resourced partners who share a longstanding commitment to its clients,” said Daniel Zajac, SZWMG partner. “Like us, Iron Valley has built a business focused on building deeply personal relationships. Our shared client first mentality was clear from our first conversation.”
Zajac added, “Our team of experienced professionals will substantially enhance the service levels and wealth management offerings to Iron Valley clients. With this merger, we are able to further enhance our position in the Philadelphia and surrounding community.”
Michael Karwic, sole owner and principal of Iron Valley Wealth Management will join the SZWMG team as a business development specialist.
“After an exhaustive search, it became clear that SZWMG could offer the capabilities that further support the individual needs of all Iron Valley clients,” he said. “With this transition, Iron Valley clients will benefit from a team-based planning environment staffed by industry skilled professionals. I am excited to team up with a firm with similar values and culture that can bring best in class capabilities to our shared clients.”
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About Simone Zajac Wealth Management Group
Simone Zajac Wealth Management Group, LLC is an independent financial planning firm offering customized investment management and wealth management solutions for individuals, families and business owners. Its professional team is expertly staffed with CPAs, CLUs and CERTIFIED FINANCIAL PLANNERTM professionals. The company has over 50 years of client-facing industry experience, ensuring that its clients receive personalized and valuable guidance on their financial decisions.