FOR IMMEDIATE RELEASE
RALEIGH, NC, United States, via ETELIGIS INC., 05/11/2015 – – VisionQuest Wealth Management, LLC announced today the purchase of LPL’s Charlotte, NC-based Advisory Practice, Tippet Group, Inc., managed by Harold Soutier, Sr. and Harold Soutier, Jr.
“We are pleased to complete the purchase of our second advisory firm in Charlotte, and strengthen our presence in that area,” said VisionQuest Founder and CEO, Stephen C. Peters. “The merger of our businesses brings extensive knowledge and experience to our existing clients, and meets the Soutiers’ goal of continuing to serve the needs of a long-standing loyal client base.”
According to Peters, the collaboration between VisionQuest and the Soutiers enhances an already innovative financial services firm. VisionQuest Wealth Management is a boutique wealth management firm that operates as a multi-family office, with a unique approach to wealth management that helps individuals, families and businesses make better financial decisions.
“My staff and I are excited to be able to work with VisionQuest for the foreseeable future,” said Harold Soutier, Sr., now serving as Senior Vice President of VisionQuest Wealth Management. “The opportunity to continue to serve our customer base while enhancing the service model will greatly benefit the clients we represent.”
“This merger creates an organization that represents significant growth opportunities for our clients,” Harold Soutier, Jr. said. “Bringing true wealth management and all of the capabilities that VisionQuest offers to our existing clients uniquely positions my father and I to win market share and expand our leadership position in Charlotte.”
Located in Raleigh, NC, VisionQuest Wealth Management is committed to serving a limited number of individuals, families and businesses who have discovered that managing their wealth has become increasingly complex. With a revolutionary approach anchored in behavioral finance and consumer and industry research, our mission is to ensure that our clients achieve their lifetime and financial goals. For more information visit www.vqwealth.com
SOURCE: VisionQuest Wealth Management, LLC