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Westlake-based PBL Wealth Management and Mission Wealth announced a strategic merger in January.
Under the merger, PBL Wealth Management will become part of Mission Wealth, and PBL founder Adam Broughton will join Mission Wealth as a partner and senior wealth adviser.
"Joining Mission Wealth provides our clients access to a broader platform while preserving the personalized, fiduciary approach that defines our practice," Broughton said in the news release. "This partnership further strengthens our ability to deliver coordinated strategies across tax, investment, and long-term planning."
Diving in deeper: PBL offers advisory services, portfolio management, tax modeling, compensation guidance and retirement income planning. Its Austin team will continue to serve clients locally, according to the news release.
Mission Wealth is a registered investment adviser that oversees over $14.1 billion in assets, according to the news release. The business offers financial planning, investment counsel, estate planning and asset protection.
- Mision Wealth Austin office: 901 S. MoPac, Bldg. V, Ste. 250, Austin
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