Prime Capital Financial announces its acquisition of Bradshaw Rogers Financial Partners, Inc. (Bradshaw Rogers), a planning-led wealth management firm headquartered in Salisbury, N.C., with $600 million in assets under management. The partnership expands Prime Capital Financial’s national presence with a team of seven professionals, including founders Trent Bradshaw, CFP®, AIF®, and Brandon Rogers, CFP®, AIF®, joining as partners.
Founded in 2006, Bradshaw Rogers provides comprehensive, planning-led wealth management with a focus on integrated tax strategy, aligning with Prime Capital Financial’s continued expansion of its planning and tax platform. The firm supports clients through financial planning, retirement planning, investment and risk management, and tax coordination.
The acquisition follows the recent launch of Prime Capital Financial’s Tax Advisory practice, further strengthening the firm’s ability to deliver coordinated tax and financial planning solutions.
“Prime Capital Financial continues to identify firms that share our planning-first mindset and commitment to client service,” said Glenn Spencer, chief executive officer at Prime Capital Financial. “Trent and Brandon have built an exemplary team with a strong tax-focused approach that complements our recent expansion into tax services. This partnership also meaningfully expands our presence in the Carolinas, which has been a key growth region for us, and supports a more coordinated, long-term approach to financial planning for clients nationwide.”
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