M&A Is Sweeping Wealth Management. Why This $5 Billion Firm Isn’t Interested

Managing Director, Founder and Senior Client Advisor Gregg George spoke with Steve Garmhausen about Crescent Grove’s journey and how the firm is preparing for its future growth for Barron’s Advisor. As we celebrate our 10th year of independence, there is a lot we have accomplished as we remain steadfast in delivering highly-personalized advice with white-glove service.

Read the full article from Barron’s here.