Apella Capital enters R.I. market through acquisition of local firm

APELLA CAPITAL, a growing wealth management firm based in Connecticut, has acquired a local firm, Convergence Wealth Advisors, and entered the Rhode Island market.
APELLA CAPITAL, a growing wealth management firm based in Connecticut, has acquired a local firm, Convergence Wealth Advisors, and entered the Rhode Island market.
PROVIDENCE – Apella Capital LLC, a growing wealth management firm, has acquired a local firm and entered the Rhode Island market. The company, based in Connecticut with more than $400 million in assets under management, acquired Convergence Wealth Advisors. Terms of the deal were not disclosed. Apella specializes in investment management, tax planning and planning…
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