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Mathis Wealth Management completes acquisition of RH Wealth Advisors in Ventura, California
05/01/24, 1:11 PM
Location
phoenixventuraIndustry
banking
lending
fintech
finance
financial services
financial services
consulting
Mathis Wealth Management, a Phoenix-based financial planning and wealth management firm, has acquired RH Wealth Advisors, a Ventura, California–based practice. This acquisition extends Mathis' business footprint into California and represents an important strategic step for the company.
Company Info
Location
Phoenix, Arizona, United States
Company info
Mathis Wealth Management is a Phoenix-based financial planning and wealth management firm offering fiduciary financial planning and wealth management services to clients nationwide. The firm is committed to providing proactive, values-based financial planning and partnership, steering their clients through all aspects of their financial journey. Led by the guiding principles of trust, transparency, and accountability, the Mathis advisors are in the business of life.
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