Sowell Management Launches Cache River Private Wealth to Serve High-Net-Worth Market
Sowell Management has launched Cache River Private Wealth, a new division aimed at serving high-net-worth households with $5 million+ in net worth. The division offers enhanced planning, investment, and marketing support to create a 'family office lite' experience. The move is part of Sowell's strategic expansion to better serve complex, multi-generational clients.
Topics: financial services high-net-worth clients RIA expansion wealth management