Hickory Asset Management Inc. based in Concord, is being acquired by Bluespring Wealth Partners LLC, a new business focused on acquiring experienced registered investment adviser and wealth management firms.
Hickory Asset Management is an independent RIA offering comprehensive financial planning and portfolio management services to individuals, corporate executives and business owners.
Hickory Asset Management President Daniel G. LeScoezec, CHFC®, said, “Establishing an effective succession plan is paramount to our business and the most important step in building our legacy as a firm. Partnering with Bluespring Wealth will not only help us devise a customized plan for the future and grow our practice, but also open up the doors to a culture steeped in entrepreneurship and success.”
