2025年10月,遗产和财富顾问协会在SRG的帮助下合并,组建了一家全国公司,在21个办事处管理8B美元。 In October 2025, Heritage and AGP Wealth Advisors merged with SRG's help, forming a national firm managing $8B across 21 offices.

继任资源小组帮助合并了遗产财富顾问和阿GP财富顾问,创建了一家管理80多亿美元资产的国家公司。 Succession Resource Group helped merge Heritage Wealth Advisors and AGP Wealth Advisors, creating a national firm managing over $8 billion in assets. 2025年10月的合并使21个办事处的35名顾问和86名工作人员合并,增强了税收、房地产和多代规划方面的专门知识。 The October 2025 merger combined 35 advisors and 86 staff across 21 offices, enhancing expertise in tax, estate, and multigenerational planning. 这家新实体由两家公司的高管领导,将Heritage的专业模式与AGP的CPA和遗产规划联盟整合起来,得到SRG的战略指导支持,以确保合规性和效率. Led by executives from both firms, the new entity integrates Heritage’s specialist model with AGP’s CPA and estate planning alliances, supported by SRG’s strategic guidance to ensure compliance and efficiency. 该伙伴关系旨在扩大服务,维持现有办事处,加强长期客户影响。 The partnership aims to expand services, maintain existing offices, and strengthen long-term client impact.