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CW Advisors acquires Aspire Wealth Management and Fernwood Investment Management
Other - FEBRUARY 4, 2025

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CW Advisors acquires Aspire Wealth Management and Fernwood Investment Management

by Released

CW Advisors (CWA), a registered investment adviser (RIA) headquartered in Boston, announced it has acquired Aspire Wealth Management and Fernwood Investment Management. Aspire, located in Waltham, Mass., and Fernwood, located in Quincy, Mass., both serve high-net-worth clients, providing financial planning and investment management. The deals add more than $800 million in assets under management to CWA. Terms of the transactions are not disclosed.

“We are excited to welcome the Aspire and Fernwood teams and their clients to CWA,” said CWA CEO Scott Dell’Orfano. “Mark, Bill and Jenny, as well as Tom and his team are a great complement to the growing CWA team. Their exceptional services and high-touch approach with clients make Aspire and Fernwood ideal additions to our firm.”

Following the acquisitions, CWA has 14 offices across the country, 119 employees and $11 billion of assets under management.

“We look forward to leveraging the CWA platform to pr

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