Ci Financial Affiliate Rgt Wealth Advisors Acquires Odyssey Wealth, Merging Two Successful Dallas Rias
Ci Financial Affiliate Rgt Wealth Advisors Acquires Odyssey Wealth, Merging Two Successful Dallas Rias
10/28/21, 11:32 AM
RGT Wealth Advisors, LLC (“RGT”), a subsidiary of CI Financial Corp. (“CI”) (TSX: CIX; NYSE: CIXX), today announced that it has acquired Odyssey Wealth Management, LLC (“Odyssey”), a Dallas-area registered investment advisor (“RIA”) dedicated to delivering comprehensive wealth management solutions to a high- and ultra-high-net-worth clientele.
Company Info
Company info
Founded in 1985, RGT Wealth Advisors, LLC provides wealth management and investment management services to high-net-worth individuals and family offices. RGT partners with clients to help them manage all aspects of their financial life to achieve their goals. To learn more about RGT and the firm's approach, please visit http://rgtadvisors.com/.