Merit Financial Advisors, a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions, has announced the acquisition of SSC Wealth, the wealth management division of SSC CPAs + Advisors. SSC Wealth manages approximately $259.6 million in assets under management (AUM) and serves primarily high-net-worth individuals and business owners and specializes in tax strategies and business valuation and optimization for those clients.
As part of the transaction, four SSC Wealth professionals will join Merit Financial Advisors, including Bert Falley, wealth manager and partner, and Michele Hammann, who will assume an expanded role as regional vice president and partner at Merit Financial Advisors, while continuing to serve as chief strategy officer of SSC CPAs + Advisors.
In her dual role, Hammann will help deepen relationships between SSC’s CPA
