To Our Valued Clients, Advisors and Account Holders,
We are thrilled to announce that on Thursday, November 30th, 2017, the acquisition of CUSO Financial Services, LP and Sorrento Pacific Financial, LLC by Atria Wealth Solutions was officially complete! With FINRA’s regulatory approval, all final outstanding conditions met, and CFS’s Limited Partners’ approval with more than 95 percent of units voting in favor of the acquisition, we became officially part of the Atria family!
It’s wonderful that so many of you have been inspired by the vision and can see the tremendous opportunity that this partnership provides.
We have already started implementing our collective vision to build the industry’s best wealth management firm to better serve all of you. The Atria team is already integrating with our executive management team and we’re thrilled by the collaboration and synergy that is being created. Work continues to move forward around technology enhancements (for the advisor and client) as well as advisory services, practice management and more. We are looking forward to creating the next generation of truly modern wealth management.
If you have more questions about the change, check out our news and FAQs archives below.
Once again, thank you for your support as we enter into this exciting new chapter!
CUSO Financial Services, LP
Sorrento Pacific Financial, LLC