Triad Advisors, a wholly owned subsidiary of Ladenburg Thalmann Financial Services, has recruited Cirrus Wealth Management to join its broker-dealer and hybrid RIA custodial platforms.
Located in Cleveland, Cirrus Wealth Management is an independent financial advisory firm with approximately $325 million in total advisory and brokerage client assets as of April 1, 2018. The practice’s areas of focus include holistic financial planning, investment management and retirement planning for high-net-worth individuals and small- to mid-size business owners. Cirrus also assists clients with complex needs such as estate and tax planning. The practice includes four financial advisers and four support staff.
“As we sought a new strategic partner to help us take the next step in our firm’s growth, considerations like technology, product selection and gaining added flexibility played a huge part in our decision,” said Joseph Heider, founder and president of Cirrus Wealth Management. “Equally important, however, was finding a partner that was a good cultural fit.”
