Corient, a national wealth adviser, has announced the acquisition of Northeast Financial Consultants, a Connecticut-based registered investment adviser firm with $4.5 billion in assets under management. This will be Corient’s first location in Connecticut, enhancing its services and reach across New England.
Founded in 1983, Northeast Financial’s services include investment management and alternative investments, retirement planning, estate planning and insurance analysis – all integrated to reduce tax liabilities and maximize wealth transfer across generations.
“We began as a financial planning and tax advisory firm and have grown into a multi-family office serving the evolving needs and legacies of ultra-high-net-worth families,” said Elwood Davis, founder and president at Northeast Financial.
Corient is a fiduciary, fee-only wealth management firm distinguished by its unique private partnership model, similar to leading professional services firms.
