The move deepens the New York-based firm’s partnership model focused on long-term alignment, leadership continuity and operational support.

Aspen Standard Wealth (Aspen), a New York-based firm that partners with independent advisory businesses, has acquired CWS Financial Advisors (CWS) to expand its growing registered investment advisory (RIA) platform, bringing approximately US$1.3 billion in client assets. Aspen’s affiliated RIAs now oversee a combined US$15 billion in assets under management CWS is a boutique wealth management firm headquartered in Michigan, with additional offices in the San Francisco Bay Area. The fir