May 24, 2024
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EP Wealth snaps up Wacker Wealth in SLO

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The largest wealth management firm in San Luis Obispo County, Wacker Wealth Partners, has been acquired by EP Wealth Partners for an undisclosed amount — a sign of how money management firms across the country are being more aggressive in the M&A space. Announced April 2, EP Wealth, a national wealth management firm, will be…

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