Criterion — composed of three national wealth advisory leaders — has announced its next phase of growth. Initially established by Sammons Financial Group, Criterion is the new name for its wealth advisory holding company and marks the next phase of its strategic expansion beyond Sammons’ core insurance and annuity business lines. Criterion’s three advisory firms include Beacon Capital Management, NorthRock Partners and Wealthcare.
Criterion’s overarching business strategy is to address the evolving needs of financial advisers and the clients they serve. Its wealth advisory practices offer investment expertise, client-centered advisory services and a broad range of financial solutions and capabilities to meet those needs.
The Criterion family of companies collectively has more than $27 billion in assets under management or advisement, allowing it to aggressively compete in the U.S. wealth management and advisory marketplace.
Criterion’s introduction i
