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Georgia-Based Financial Services Firm Spins Off Wealth Management Unit
Mark Shapland
23 April 2014
Windham Brannon, an Atlanta, GA-headquartered financial company, has spun off its wealth management arm due to a “conflict of interests.” "We aim to deliver the very best accounting and business advisory services, which our clients have grown to expect and respect. Separating from investment planning allows us to remain true to the fundamentals upon which we were founded. We've enjoyed a very successful relationship with the Windham Brannon Financial team, and will continue to work closely with them to serve our mutual clients."
"That we have eliminated any perception of conflict of interest is important to our fundamental commitment to serving clients," said David Kloess, president and chief executive at Windham Brannon.
Windham Brannon Financial Group will be rebranded and move to new offices as part of the separation. The company will retain its team of financial experts.
The move means Windham Brannon is the only Atlanta-based regional CPA firm without a competing wealth management business unit, it said.