$13B RIA Soltis Acquires Tax Firm to Expand In-House Tax Services
Soltis Investment Advisors, a $13 billion registered investment advisor, has acquired GDM Private Financial Solutions to offer in-house tax preparation services. The acquisition aims to meet growing client demand for integrated financial and tax strategies. Soltis joins other RIAs expanding their tax offerings through acquisitions or partnerships.
Topics: acquisition company restructuring financial services RIA expansion tax services