Advisory M&A

Crabbe Joins Cetera Advisor Networks

Cetera Financial Group announced that Anne Crabbe and her team, One Wealth Mgmt., have joined Cetera Advisor Networks via Cetera Wealth Partners.

“The collaborative community culture and industry-leading resources, tools and support make Cetera Wealth Partners an ideal destination to continue my practice and provide enhanced services to my clients,” Crabbe said in a statement. “I’ve worked with Cetera before, and I’m thrilled to be back under the umbrella with this group of like-minded and talented advisers.”

Crabbe and her team had more than $102 million in assets under administration as of June 13, 2023. She has 16 years of experience helping families manage finances and achieve goals for retirement, investment, savings and more. Based in Paso Robles, California, Crabbe was previously affiliated with Park Avenue Securities.

“I’m pleased to welcome Anne and team to Cetera Wealth Partners and look forward to working with her to further her practice’s goals,” Tom Halloran, president of Cetera Wealth Partners, said in a statement.

Invictus Marketing Solutions Joins Integrity

Integrity Marketing Group LLC, a distributor of life and health insurance, announced it has partnered with Invictus Marketing Solutions, an independent marketing organization based in Jefferson City, Missouri.

Founded in 2015 by Travis LePage and Scott Amos, now managing directors, Invictus specializes in Medicare coverage and insurance with the goal of helping senior clients feel financially secure in their futures.

“The Integrity platform gives our agents greater ability to connect with clients and provides the right healthcare solutions for their individual needs,” said Amos in a statement. “We can’t wait to leverage Integrity’s full-stack platform to become more efficient in the way we run our business and serve our clients.”

“I’m confident that Invictus will expand their influence and impact in their community in the years to come with the support of this partnership and it’s an honor to welcome such committed leaders to the Integrity family,” Bryan Adams, co-founder and CEO of Integrity, said in a statement.

R&R Wealth Management Selects Commonwealth

Commonwealth Financial Network announced that R&R Wealth Management of Waukesha, Wisconsin, has joined its network of independent advisers.

Robert Holton and Tom Driscoll, vice presidents of wealth management and senior financial advisers, along with their team of six, will bring nearly $223 million in assets under advisement to Commonwealth. The team was previously affiliated with Avantax Investment Services.

R&R Wealth delivers financial planning services to business owners, corporate executives and high-net-worth families. The firm specializes in providing businesses with employee-sponsored retirement plan support, while also offering services in investment management, financial planning and complex life insurance solutions.

“We took a strategic look at who our RIA/broker/dealer was and who gave us the best opportunity to grow going forward,” said Holton in a statement. “We want to build our business to $1 billion in assets over the next four years, and that growth trajectory needs a partner who can support our goals. We feel strongly that Commonwealth is the ideal partner as we grow both organically and through acquisitions, and it will help us become the premier wealth management firm for business owners in Wisconsin.”

Thompson Wealth Management Joins Redhawk Wealth Advisors

Redhawk Wealth Advisors Inc., a full-service registered investment adviser, announced the acquisition of Thompson Wealth Management, an established RIA located in the Los Angeles area.

Thompson Wealth Management is led by George Thompson, who has worked in the financial industry for more than 25 years and is known for his “Total Wealth Management System” that teaches generational wealth. He will be joining the Redhawk Wealth Advisors team in a new role as director of development.

“The primary reason I joined Redhawk was for the ability and the freedom to give my clients the best options with respect to investment solutions, technology and customer service,” said Thompson in a statement. “In addition, I wanted to partner with a firm that could help me grow my business my way.”

Redhawk Wealth Advisors is registered in 39 states, with more than $2 billion in assets under management. The firm is known for its proprietary process called Risk-Guard, a tactical asset allocation solution designed to increase retirement income, lower risk and reduce investment costs.