Two Wealth Management Firms Announce Merger Negotiations
Posted by Sara Dayton on June 16, 2025
Lumsden & McCormick Financial Services, LLC and Lifetime Wealth Management Group, Inc. have announced plans to merge, with the transaction expected to be finalized in a few months. The merger is designed to combine both firms’ strengths, offering clients a more comprehensive suite of wealth management, accounting, tax, and advisory services. Leaders from both organizations expressed enthusiasm about the partnership, emphasizing the enhanced value and broader capabilities it will bring to clients. The firms are committed to a smooth transition, maintaining high service standards while expanding their reach and expertise.