A pair of Top 100 Firms are partnering on wealth management, with HBK CPAs & Consultants’ affiliate HBKS Wealth Advisors acquiring a minority stake in K·Coe Issom LLP’s subsidiary K·Coe Wealth Management LLC.
A pair of Top 100 Firms are partnering on wealth management, with HBK CPAs & Consultants’ affiliate HBKS Wealth Advisors acquiring a minority stake in K·Coe Issom LLP’s subsidiary K·Coe Wealth Management LLC.