Newspaper article THE JOURNAL RECORD

BOK Financial to Buy Weaver Wealth Management

Newspaper article THE JOURNAL RECORD

BOK Financial to Buy Weaver Wealth Management

Article excerpt

TULSA - BOK Financial Corp. has an asset purchase agreement to buy Weaver Wealth Management, a registered investment advisor.

The agreement includes hiring Weaver Wealth Management's team and transitioning its wealth management clients to The Milestone Group, a subsidiary of Tulsa-based BOK Financial. Completion of the transaction is expected during the first quarter.

Weaver Wealth Management is owned by the Texas-based accounting firm Weaver and Tidwell, the largest independent accounting firm in the Southwest. The acquisition will increase BOK Financial's assets under management and administration by $340 million and expand the company's wealth management reach in Texas.

The Milestone Group provides investment management and strategic financial planning services to ultra-high net worth customers. …

Search by... Author
Show... All Results Primary Sources Peer-reviewed

Oops!

An unknown error has occurred. Please click the button below to reload the page. If the problem persists, please try again in a little while.