Withum and PWM form Withum Wealth Management

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Withum has united its brand with a longtime partner, PWM Advisory Group, an independent registered investor advisor, to create Withum Wealth Management.

PWM has been providing private wealth management services to Withum’s high-net worth individual and family clients, mostly in New Jersey, New York, Pennsylvania and Florida, for many years, according to an email sent Thursday by Withum. The two firms are now aligning their brands to form Withum Wealth Management.

Withum Wealth will service Withum clients exclusively as an affiliate of Pinnacle Associates, Ltd., a national firm with over $6 billion of assets under management. The team will be led by Jim Ferrare, a CFA and CPA, who will be president of the unit.

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Wealth management M&A