JJ Burns & Company has acquired Emmes Wealth Management. Emmes founder and chief executive Barry Goldberg will join JJ Burns & Company as a director.
The acquisition represents a significant step toward JJ Burns & Company’s long-term strategic plan of building a leading wealth management team.
Founded in 1994, JJ Burns & Company focuses on comprehensive wealth management based on an individual’s unique vision and goals. The boutique approach to planning incorporates all areas of financial life including retirement planning, investment management, estate planning, and legacy planning.
With the acquisition of Emmes Wealth Management and the joining of Goldberg to the team, it gives JJ Burns & Company more time to focus on its mission of making a meaningful difference in the lives of the families they work with and their strategic partners.
“We serve our clients with openness and unparalleled attention to detail,” says JJ Burns, chief executive and president. “And we’re excited that Emmes Wealth Management embodies those same principles that JJ Burns & Company is known for. Barry’s expertise and shared values formed the foundation of this acquisition.”
Emmes Wealth Management was built on the principal of taking a whole life view of clients’ financial situations and providing broad-based, integrated strategies.
“We are excited to join JJ Burns & Company. Their team planning approach, analytical and evidence driven investment strategy, and powerful client service model will enable us to provide even more value to the families we serve,” says Goldberg.
