GreerWalker Wealth Joins with Traverse Wealth

GreerWalker Wealth, the wealth management arm of Charlotte, N.C.-based IPA 200 firm GreerWalker LLP (FY19 net revenue of $27.7 million), has merged with Traverse Wealth of Mooresville, N.C. As part of the deal, Traverse founder Eric Hutchby will become the new MP of GreerWalker Wealth.

“It is a perfect fit,” says Hutchby. “We wanted to build a business that would treat clients the way we wanted to be treated – a firm where clients come first. GreerWalker Wealth does just that, and we couldn’t be more excited about what the future holds.”