Particulars: BSSF Wealth LLC merged with Lighthouse Wealth Administration LLC, whereas including an extra advisor, Teancum Gentle.
Underneath the deal, BSSF Wealth is assuming the title of Lighthouse Wealth Administration, which is a registered funding advisor. Its partnership with the accounting agency Brown Schultz Sheridan & Fritz will stay, nonetheless, and BSSF is retaining majority possession of Lighthouse Wealth Administration.
“It’s thrilling to see the expansion of our wealth advisory companies,” stated Ken Wolfe, president and managing principal at BSSF, in a press release in August. “Teancum brings an additional layer of expertise to the group in addition to the capability to serve extra shoppers.”
Teancum Gentle is president of Lighthouse Wealth Administration. Previous to forming Lighthouse, he was vp at a Mechanicsburg-based agency, serving to to handle over $300 million in property in addition to offering property and tax planning companies.Â
Gentle is becoming a member of James Adams, who might be chief funding officer on the agency.
BSSF, primarily based in Camp Hill, Pennsylvania, ranked No. 35 on Accounting Immediately’s 2022 Regional Leaders record for the High Corporations within the Northeast, with $21.62 million in annual income, 24 companions and 131 staff.