WealthSource Partners: $109M Wealth Planning Practice Joins WealthSource
(marketscreener.com) David Baysinger and Kelly Elsensohn focus on serving partners at the "Big Four" accounting firms as well as public law firms; providing comprehensive, family office-style wealth management services https://www.marketscreener.com/news/latest/109M-Wealth-Planning-Practice-Joins-WealthSource--33182807/?utm_medium=RSS&utm_content=20210506
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WealthSource is a California-based financial advisory firm that provides services such as portfolio management and retirement planning for individuals and businesses.
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