Add-on Acquisition • Financial Services

Halbert Wealth Management Acquires TCG Wealth Management

On November 7, 2025, Halbert Wealth Management acquired financial services company TCG Wealth Management

Acquisition Context

This is Halbert Wealth Management’s 1st transaction in the Financial Services sector.
This is Halbert Wealth Management’s 1st transaction in the United States.
This is Halbert Wealth Management’s 1st transaction in New Hampshire.

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M&A Deal Summary
Date	November 7, 2025
Target	TCG Wealth Management
Sector	Financial Services
Buyer(s)	Halbert Wealth Management
Deal Type	Add-on Acquisition

Target Company

TCG Wealth Management

Nashua, New Hampshire, United States

TCG Wealth Management offers comprehensive financial planning and investment advisory services to individuals, families, and business owners. TCG Wealth Management provides comprehensive retirement planning, estate and trust planning, portfolio management, and risk management services tailored to meet each client's unique goals. TCG Wealth Management was founded in 1994 and is based in Nashua, New Hampshire.

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