PHOENIX, N.Y. — GROW Wealth Partners — an advisory and wealth-management firm with offices in Phoenix, Watertown, and Potsdam — has brought aboard two Rochester–area financial advisors in a merger. Richard Anderson, of Anderson & Associates, and James Farley, of Farley Financial, are merging their operations with GROW Wealth Partners. Both Anderson and Farley are […]
PHOENIX, N.Y. — GROW Wealth Partners — an advisory and wealth-management firm with offices in Phoenix, Watertown, and Potsdam — has brought aboard two Rochester–area financial advisors in a merger.
Richard Anderson, of Anderson & Associates, and James Farley, of Farley Financial, are merging their operations with GROW Wealth Partners. Both Anderson and Farley are based in Pittsford, a Rochester suburb.
GROW Wealth Partners sees the merger as “strengthening its advisory capabilities and expanding its footprint across key U.S. markets,” per the Jan. 7 announcement.
Under the new agreement, Anderson and Farley will join the GROW team, bringing their experience and resources to enhance the firm’s offerings in personalized wealth management, retirement and income-distribution planning, business planning, and long-term financial strategies.
Besides its offices in Phoenix, Watertown, and Potsdam, GROW Wealth Partners also serves clients in Longmont, Colorado. With this merger, GROW will now have an additional office in Pittsford in Monroe County.
“Joining forces with GROW Wealth Partners is a natural extension of the way we’ve always served our clients,” Anderson said. “This merger allows us to bring even more resources, planning depth, and collaboration to the table while preserving the personal relationships and trust we’ve built with our clients over the years. Our clients will gain a larger, highly coordinated team working on their behalf, with the same values, the same commitment and an even stronger foundation for their financial future.”
“This merger marks a pivotal moment for GROW Wealth Partners,” Trevor Garlock, co-founder of GROW Wealth Partners, added in the announcement. “By joining forces with Richard Anderson and James Farley, we combine decades of collective experience and a shared commitment to helping clients achieve long-term financial security and peace of mind. Our expanded team and geographic reach will allow us to better serve families, business owners and individuals across multiple states with the same deeply personalized service that has defined GROW from day one.”
GROW Wealth Partners is a full-service wealth-management firm partnered with Northwestern Mutual’s (NM) Private Client Group, delivering financial planning, retirement-distribution planning, and wealth-management solutions.
The firm notes that members of GROW Wealth Partners use GROW Wealth Partners as a marketing name for doing-business-as representatives of Northwestern Mutual. Northwestern Mutual Private Client Group is a select group of NM advisors and representatives.
