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DS&B Financial joins NFP subsidiary The KNW Group


Wealth management firm DS&B Financial has joined The KNW Group, an NFP subsidiary and a provider of retirement, employee and executive benefits, wealth management and wealth transfer solutions.

The transaction was effective as of 1 September 2014.
DS&B Financial Services specialises in helping clients grow and preserve wealth.
James Delamater, managing partner at The KNW Group, says: “The talents of both firms will bring a heightened level of planning tools, intellectual capital and resources to our combined client base. Additionally, KNW's deep expertise in employee benefits and executive benefit planning will be an excellent additional offering to the clients of DS&B Financial Services. My team and I are delighted to join The KNW Group and NFP family."
James Poer, president of NFP Advisor Services, says: “The KNW Group has differentiated itself in the marketplace through independent advocacy on behalf of clients and leveraging expertise with balanced strategies. The shared talents of these two firms can offer clients a broader range of solutions to help grow and protect their wealth. Providing individual solutions as well as corporate ones will provide them a strong competitive edge.”

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