Two Local Securities America Advisory Firms Merge
On November 1st, Lammers and Peters Wealth Plan and Case Slattery Wealth Partners merged forces to become Trusted Wealth Partners and are now serving clients in their new facility at 16934 Frances Street, Suite 201, in the Lakeside area of West Omaha.
Matt Peters, a Certified Financial Planner™ professional, said the merger allows the two firms’ four financial advisors to offer clients more comprehensive wealth management. Peters primarily focuses on investment, retirement and college planning. His partner, James Lammers, a Certified Financial Planner™ professional, Chartered Financial Consultant® and Chartered Life Underwriter®, brings years of experience in investing for retirement and life and long-term care insurance planning.
Mark Slattery and Shannon Case are Certified Fund Specialists® with extensive experience in comprehensive wealth management and creating a strong infrastructure to track the various areas of their clients’ finances.
“The four of us have 110 combined years of industry experience and 65 years with our broker-dealer, Securities America.” Peters said. “We’ve known and respected one another for years, and we share an appreciation for Securities America’s Midwestern values. We have all been associated with Securities America for many years, so this merger will be a seamless transition with no impact to the management or administration of our clients’ accounts.”
The advisors’ varied ages and their initiative to identify and recruit younger talent in the financial industry will help the company support clients who are at or nearing retirement in addition to the next generation of savers and investors, Peters said.
Both firms’ support teams stayed on board at Trusted Wealth Partners, producing greater efficiency by allowing individuals to specialize in areas of their greatest strengths.
The new business will invite clients and associates to visit their spacious new office during an open house in December.
Securities America is one of the nation’s largest independent broker-dealers with more than 2,200 independent advisors responsible for $72 billion in client assets.