Grayson Lewis Financial Planning completes acquisition of Masons Wealth Associates

News

Grayson Lewis Financial Planning has successfully completed the acquisition of Masons Wealth Associates, a well-established wealth management company based in Stamford. This strategic move marks a significant milestone for Grayson Lewis.

The acquisition of Masons Wealth Associates aligns with Grayson Lewis’s growth strategy, aimed at broadening its market reach and increasing its client base. Stamford based Masons Wealth Associates, known for a long-term planning approach to financial advice, is very much aligned to the approach of Grayson Lewis.

Following the retirement of Annie Butler, the Founder of Masons Wealth Associates, it was important that her clients received a seamless transition and continued excellence in their financial planning.

Nick Henbrey, Director of Grayson Lewis Financial Planning, said: “We are thrilled to complete the acquisition of Masons Wealth Associates. We were looking for opportunities to expand, however it was important to be the right fit. We work with clients on a long-term basis and focus on helping clients achieve their aspirations. It was important that this was the type of relationship clients had been used to receiving. We are committed to maintaining the high standards of service that Masons’ clients have come to expect.”