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Merger Forms Large Wealth Advisory Firm

Merger Forms Large Wealth Advisory Firm


by


Four local financial services firms have consolidated to create Infinitas, a wealth counsel company that is one of the largest in the Kansas City area. The new firm has a client base that covers 41 states and the District of Columbia.

Infinitas held a client appreciation event on March 29 to unveil the new company to clients and the public, although the company was formed Jan. 20 when Gateway Financial, Pegasus Capital Management, Summit Wealth Advisors and Trinity Planning Group formally merged. The company had $1.47 billion in assets under advisement at the beginning of April, making it one of the top advisory firms in the nation.

Company officials said the merger was completed to offer more comprehensive client services.  Infinitas will provide extensive financial planning, coordinated professional services such as estate planning and accounting, and insurance counsel. Services also include tax strategy expertise and estate and charitable-giving guidance as well as retirement planning and succession planning services.

Wade Carpenter, one of Infinitas’ senior partners, said the firm’s independence will be its key to success.

“Our firm is not burdened by corporate affiliations that mandate specific advice and recommendations,” Carpenter said. “As our client, you can rest easy in the knowledge that the guidance we offer is financially sound, objective, and always aligned with your best interests.”

Carpenter is one of six principals who brought the firms together. Carpenter, Tim DiSette and Ray Evans will be senior partners for the company of 14 advisors and 35 associates.

Infinitas is part of the Commonwealth broker/dealer network. It is located at 10801 Mastin Boulevard in Overland Park, Kan.

Written by

Terry Wooten is the content development manager for Thinking Bigger Business Media.

Categories: News Updates

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