Creative Planning Expands West Coast Presence
Kansas City News Today | 2 Min News | The Daily News Now! · The Daily News Now!
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Creative Planning Expands West Coast Presence with Duncan and Haley Acquisition
Creative Planning, a leading wealth management firm, has acquired Duncan and Haley, a Seattle-based firm managing $660 million in assets. This is Creative Plannings second deal of the year, following their acquisition of Baseline Wealth Management in January. Duncan and Haley, founded in 1998, specialize in investments, tax planning, retirement advice, estate strategies, trusts, and company retirement plans. The acquisition will enhance Creative Plannings offerings and strengthen their presence on the West Coast.
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