Cary Street Partners announced it has acquired IFS Advisors, a wealth management firm based in Sarasota, Fla., led by financial adviser Daniel Wolff. The move continues a string of recent expansions for Cary Street Partners.
This acquisition marks Cary Street Partners’ 20th office location nationwide and strengthens its footprint in Florida with a second location in the state, alongside its existing office in Tampa. The firm serves clients throughout the Southeast with institutional-quality advice and personalized financial planning solutions. With more than three decades of experience, Dan Wolff and his team focus on planning, investing and building client relationships.
With the addition of IFS Advisors, CSP now operates across multiple offices in Florida, New Jersey, North Carolina, South Carolina, Tennessee, Texas and Virginia, helping clients manage $10.7 billion across all subsidiaries.
