Modern Wealth Management has acquired New York-based Beltz Ianni & Associates, a corporate retirement planning and individual wealth management firm with more than $1.2 billion in assets. As part of this transaction, Beltz Ianni has dropped its broker-dealer affiliation with LPL Financial and is now a part of Modern Wealth’s independent RIA.
Following the close of the acquisition on March 1, Beltz Ianni adopted the Modern Wealth brand. It also immediately set about integrating its robust retirement and individual wealth planning service offerings into Modern Wealth’s platform. The full Beltz Ianni team has transitioned to Modern Wealth, while continuing to serve its client base of small-to-midsize businesses, individuals and families in western New York.
Beltz Ianni was established in 2001 as a comprehensive financial services firm focused on retirement planning and investment management. The firm manages more than $700 million in retirement-plan assets for mor
