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Regional wealth management firms merge

Staff Report //October 12, 2020//

Regional wealth management firms merge

Staff Report //October 12, 2020//

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GreerWalker Wealth and Traverse Wealth announced a merger last week to expand client access to financial planning services including accounting expertise and a digital platform that supplies real-time data anywhere in the world.

“Number one, top of our list, is extraordinary client service,” John Norman, managing partner of GreerWalker, said in a news release. “We were looking for somebody who shares our values and can embrace our culture, somebody that can bring new skills and new service levels to our existing clients, and who’s going to challenge our status quo.”

GreerWalker, founded in 1997 as the investment affiliate of Carolina CPA and advisory firm GreerWalker LLP, is based in Charlotte with an office in Greenville.

“It is a perfect fit,” Eric Hutchby, founder of Traverse Wealth and the new managing partner of GreerWalker Wealth, said in the release. “Traverse was created to fill the void found at most corporate wealth management firms. We wanted to build a business that would treat clients the way we wanted to be treated. A firm where clients come first. GreerWalker Wealth does just that, and we couldn’t be more excited about what the future holds.”

Traverse Wealth, founded in 2006, is based in Mooresville, N.C. According to the release, Hutchby and Norman call the decision a “win-win” for clients.

“Day to day, nothing is going to change as it relates to our personal relationships with our clients. Same culture, same people, same process with a larger bench of talented advisors,” Hutchby said in the release.

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