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  6. Halbert Wealth Management Acquires TCG Wealth Management

M&A Deal Summary

Halbert Wealth Management Acquires TCG Wealth Management

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

Acquisition Highlights
  • 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.

M&A Deal Summary
Date 2025-11-07
Target TCG Wealth Management
Sector Financial Services
Buyer(s) Halbert Wealth Management
Deal Type Add-on Acquisition

Target

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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Buyer(S) 1

Buyer

Halbert Wealth Management

Austin, Texas, United States
Category Company
Founded 1995
Sector Financial Services
DESCRIPTION

Halbert Wealth Management is a registered investment adviser offering wealth management and alternative investment strategies. Halbert Wealth Management was founded in 1995 and is based in Austin, Texas.

DEAL STATS #
Overall 1 of 1
Sector: Financial Services M&A 1 of 1
Type: Add-on Acquisition M&A Deals 1 of 1
State: New Hampshire M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2025 M&A 1 of 1
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