Blog/Insights2019-12-13T09:46:27-08:00

Zermatt Holdings expansion announcement

March 27th, 2020|Categories: Blog|Tags: , , , |

Charlotte-based Zermatt Holdings acquires San Diego-based RIA, announces presence in Southern California Market Charlotte-based Zermatt Holdings announces the acquisition of San Diego-based WFA Wealth Managers. This acquisition serves as Zermatt’s founding Southern California presence, as [...]