By Charles R. Sims, FCPA, FCA / May 23rd, 2018
Deep Roots, Stronger Together
On May 2, Cumberland Private Wealth completed the previously announced merger with Perron & Partners. So, how did two successful independent firms separated by 2,100 miles decide to join forces and Go Far Together? Let me tell you.
Both firms have a lot in common. To start with, both were founded by entrepreneurial industry veterans. Both firms were employee-owned with no affiliations to any financial organizations. Both had strong values and believed deeply in the client experience.
This article appeared in the Spring 2018 issue of our newsletter, “Interest Gained”. To read the full newsletter, please click here.