Merit has acquired the wealth team from SSC CPAs + Advisors and has also created a referral arrangement with its tax and ...

SSC Wealth manages around $259.6m in assets and primarily works with high-net-worth individuals and business owners.

Merit Financial Advisors, a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for high-net-worth individuals and families and those ...

Merit says buying the wealth arm of SSC CPAs + Advisors and partnering on tax services is part of its growth strategy.

Merit Financial Advisors and Prime Capital Financial are each leaning further into tax planning and strategy with their latest partnerships.