in advisory assets
“This partnership allows us to build something even more special, enabling us to become a magnet for top talent and remain an industry leader for years to come. We are not sacrificing our independence or culture; we are enhancing it.”
— Kevin T. Grimes, CFA, CFP®, CEO and Chief Investment Officer
“From day one, Cyndeo has been built around giving advisors a real voice in their future while holding ourselves to exceptionally high standards on behalf of our clients. Having come from a wirehouse environment myself, I know how hard it can be for advisors to find true independence without sacrificing growth or autonomy”
— Matt Kilgroe, President and CEO of Cyndeo Wealth Partners
Addition reflects firm’s recruiting momentum following Rise Growth Partners’ recent minority investment.
Rise Growth Partners managing partner Tony Ling told Citywire he expects his firm’s co-investment with Dynasty Financial Partners in Cyndeo to be a ‘complementary’ relationship, particularly in terms of helping Cyndeo recruit advisors out of wirehouses.
Glenn Rodriguez specializes in serving widows, retirees and families navigating complex financial decisions.