Birmingham, Alabama – Waverly Advisors has announced the acquisition of Brass Tax Wealth Management. According to the company announcement Waverly Advisors, LLC is a federally registered investment adviser established in 1999 and headquartered in Birmingham, Alabama. The firm specializes in providing investment management, financial planning, and wealth management solutions to a diverse clientele, including high-net-worth individuals and families, corporate retirement plans, trusts, endowments, and institutions. Waverly manages approximately $19.9 billion in assets and offers comprehensive services such as investment, tax, estate, and financial planning. With 40 offices across the U.S. and a team of over 300 professionals, Waverly has demonstrated significant growth, completing its 25th acquisition since December 2021 with the recent addition of Brass Tax Wealth Management.

To learn more about Waverly Advisors, visit https://www.waverly-advisors.com/
Company LinkedIn Page: https://www.linkedin.com/company/waverlyadvisors-llc/

Company Contact:

Waverly Advisors
600 University Park Place Birmingham, AL 35209
205-871-3334

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