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Modern Wealth Grows Florida Footprint With Addition of $710 Million Jacksonville Team
Source: Business Wire
M&A & RestructuringPrivate Markets & VentureFintech
Modern Wealth Management acquired Jacksonville-based Sanchez Wealth Management, which manages approximately $710 million in assets. The deal is Modern Wealth's third Florida acquisition in 2026, expanding its advisory-market footprint in the state. Financial terms were not disclosed.
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