Sarasota finance agency acquired by national wealth management firm

A national wealth management firm has acquired an independent registered investment advisor that has an office in Sarasota.

Minnesota-based Wealth Enhancement Group acquired Atlas Fiduciary Financial, which has offices in Sarasota as well as Oakland, New Jersey.

“Our firms share a client-first approach to everything we do,” Chief Strategy Officer of Wealth Enhancement Group Jim Cahn says in a statement. “Our central resources will free up more of their time and increase their capacity so they can focus even more on delivering excellent service and advice to their clients.”