The partnership, a mutually-beneficial combination of specialized resources and shared cultural values and standards, will amplify the diversity and management of assets and resources to deliver a first-class experience to all client portfolios.
K·Coe Isom CEO Jeff Wald believes the partnership will benefit the firm’s clients and team members. “The access we will have to the resources of a firm with $3 billion in AUM, including the HBKS infrastructure and depth of expertise is a clear, tangible benefit for our firm and our clients,” he said in a statement.
K·Coe Wealth principal Blake Allen adds, “HBKS’s success and growth in the past decade is remarkable. This partnership will amplify our wealth management capabilities and provide opportunities to collaborate with another CPA-centric wealth management firm to address client needs and develop solutions.”
Accounting Today discusses the details of the strategic wealth advisory partnership here.