EP Wealth, an independent registered investment advisor (RIA), has acquired Minot Wealth Management LLC, a Massachusetts-based RIA.
Minot is focused on providing financial and estate planning and portfolio development specifically tailored to fit client needs. Minot managing directors Brian Mulvey, Patrick Donovan and William Corcoran will assume the role of managing director/partner at EP Wealth, and all of Minot’s staff members will also be joining the EP team.
“Our objectives continue to be centered on organic growth in our existing regions and aligning with like-minded RIAs and teams who share our values and client-first perspective,” says Patrick Goshtigian, CFA and CEO of EP Wealth. “The Minot team embodies this spirit, as evidenced by their thoughtful approach to comprehensive investment management. We are excited to align with Minot and reach this pivotal milestone of a truly national expansion.”