COLORADO SPRINGS, Colorado–(BUSINESS WIRE)–All Pro Capital, a leading real estate investment firm with an impeccable track record of excellence, announced that it has acquired a stake in Advenire Wealth, LLC, a pioneering RIA providing integrated wealth planning solutions and investment.
In recent years, All Pro Capital has experienced robust growth, but its investors have consistently requested services and solutions outside of their core business, including an option for 1031 Exchange transactions. By joining forces, the company will now have the ability to extend a full range of wealth management solutions to its 650 customers in 11 states. Advenire Wealth will provide integrated wealth planning, access to private and public investment in open architecture and a “Multi-Family Office” level of service.
Advenire Wealth Management is a wealth planning and solutions firm born out of necessity. Their founders got to a point where they wanted innovation, an impeccable fiduciary oath, and a more symbiotic alignment of incentives between client and wealth manager. As this strategic acquisition progresses, Advenire Wealth will expand its presence in key markets and fully support clients of both companies locally.
“After understanding the areas needing improvement in the wealth management space, we created Advenire Wealth to drive more value for clients and provide one-stop access to proactive planning advice, exclusive investment opportunities and concierge services that span the lifetime of our customers,” said Frank Vaughn, CEO of Advenire Wealth.
Both companies are excited to expand their local support for customers and their communities in the coming years as they exponentially expand their presence across the United States.
“With this partnership, the future is even brighter for investors in these two successful companies. Having a full range of financial resources will only further develop the wealth creation that All Pro Capital champions for its clients,” said Tony Bettis, President and CEO of All Pro Capital.