Delafield advisor Acquisition | Financial Services Deal in SC

A South Carolina wealth management firm has acquired Delafield advisor, a wealth management RIA business in Wisconsin, for an undisclosed amount. The Delafield advisor provides personalized wealth management services to clients, supporting portfolio planning and ongoing advisory needs. The wealth management RIA acquisition expands the buyer’s presence in Wisconsin and strengthens its financial services M&A footprint. The deal is an add on acquisition and a strategic acquisition as part of broader SC acquisitions by a strategic buyer. Terms, closing timing, and any advisor transition details were not disclosed as the financial services deals SC transaction was announced.