World Investment Advisors Expands Portfolio with TCG Wealth Management Acquisition

World Investment Advisors Expands its Reach in New England

In a significant move to broaden their service offerings, World Investment Advisors, LLC, based in Santa Barbara, California, announced the acquisition of TCG Wealth Management, a prominent firm located in Nashua, New Hampshire. This deal involves approximately $140 million in assets managed by TCG and reinforces World Investment Advisors' commitment to expanding its footprint in the New England region.

The Teams Behind the Deal

Founded in 1994 by Managing Director Michael Cerato, TCG Wealth Management has built a strong reputation over the past three decades for its personalized service and commitment to high-net-worth individuals, business owners, and non-profit organizations. Cerato, alongside Vice President James Abagis, who joined shortly after the firm's inception, and Client Service Manager Melanie Lavigne, has nurtured an environment that prioritizes long-term client relationships and disciplined investment strategies.

Edward Walters, President of World Investment Advisors, highlighted the values that TCG brings to the table: "Michael, James, and Melanie have built a practice that exemplifies discipline, personalization, and long-term relationships," he stated, underscoring the cultural fit between the two financial firms.

Mutual Growth and Strengthening Capabilities

The acquisition is not just beneficial for World but also for TCG’s existing clientele. By joining World, TCG will gain access to extensive investment resources, advanced technology, and comprehensive operational support. In addition, they will retain their brand identity, continuously serving clients while benefiting from World’s broader capabilities.

Cerato expressed his enthusiasm about the acquisition, noting that it allows TCG to remain true to their fiduciary responsibilities while enhancing their service through World’s extensive network. This decision was largely driven by TCG's regional connection with Boston Harbor Wealth Advisors, a branch under the umbrella of World. Cerato commended their integrity and client-centered culture as pivotal factors in this strategic partnership.

Furthermore, this merger signals World’s continued growth strategy in New England, aiming to attract more experienced advisors while ensuring the cultivation of their unique service culture. Walters further commented on the merger's potential: "With TCG joining our Boston-based team, we're building momentum in New England, proving that advisors can pursue growth without sacrificing culture."

Focus on Client-Centered Strategies

The acquisition allows both firms to implement flexible strategies that enhance practice value and align with long-term visions for client service. While TCG has maintained a tactical investment philosophy focused on genuine market signals rather than emotional reactions, the merger is expected to create further opportunities for both organizations to thrive.

Overall, this acquisition serves as a model for successful integration in the financial services industry, illustrating how firms can combine strengths to enhance service offerings and client satisfaction. TCG will continue to operate under its existing brand, maintaining the trusted relationships they have built within their community while leveraging World’s national resources to deliver an even higher standard of service.

World Investment Advisors, formerly known as Pensionmark Financial Group, operates a nationwide network of over 630 advisors across more than 100 locations, focusing on retirement plan and wealth management services for thousands of clients. This new addition to their team is poised to further elevate their service delivery and reinforce their standing in the industry.

For further details about this acquisition and more insights into World Investment Advisors, visit their official website at www.worldadvisors.com.