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One of the Southeast’s smartest wealth management firms just got … well, smarter. Cary Street Partners recently selected Rogerscasey, one of the largest U.S.-based investment firms, to provide research-consulting services to its clients.
This exhaustive research gives management at Cary Street Partners a competitive advantage, offering a deeper look into complex financial markets when advising their clients, served by offices in Atlanta and 10 cities from Richmond to Austin.
“The selection of Rogerscasey is a natural extension of our wealth management platform and our ability to provide exceptional financial solutions to our clients,” said Kip Caffey, Cary Street’s managing partner.