Waverly Advisors, a federally registered investment adviser (RIA) that specializes in investment management, financial planning and wealth management solutions for a diverse group of high-net-worth individuals, corporate retirement plans and institutional clients, has acquired Bridge Creek Capital Management, a wealth management firm located on Cape Cod, Mass. This partnership strengthens Waverly’s presence in the Northeast, representing the firm’s second acquisition in Massachusetts within seven months of entering the state.
Founded by Barry Paster, Bridge Creek is committed to delivering highly personalized investment management and financial planning services. Under the leadership of Barry and his partner, Scott Myers, the firm serves clients with a disciplined, long-term investment approach. The entire Bridge Creek team joins Waverly, with the acquisition increasing Waverly’s assets under management by approximately $447 million.
Rebecca Daves of Adviser Grow
