Press Release: Clearstead Advisors Acquires Santa Fe-Based Avalon Trust
Clearstead’s eighth acquisition will expand its presence in the Southwest and bolster its trust capabilities. Clearstead Advisors (“Clearstead”), a private wealth management and institutional investment consulting firm, has acquired Avalon Trust (“Avalon”), a high-net-worth focused wealth management firm based in New Mexico with additional offices in Ridgewood, New Jersey, and Portland, Oregon. This acquisition reflects a continuation of Clearstead’s strategy to … Press Release: Clearstead Advisors Acquires Santa Fe-Based Avalon Trust