$6.5B Sowell Management Launches Private Wealth Division for High-Net-Worth Clients
Sowell Management, a $6.5 billion asset manager, has launched a new division called Cache River Private Wealth to serve clients with $5 million or more in net worth. The division focuses on multi-generational wealth stewardship and advanced planning services. The move reflects a shift in client expectations toward more comprehensive and family-focused financial advisory services.
Topics: financial services high-net-worth clients investment advisor private wealth management