Naperville, Ill.-based Sikich (FY22 net revenue of $316.4 million) announced that it has signed an agreement to acquire the operating assets of Golden Trail Advisers, a wealth management consulting firm based in Burr Ridge, Ill. The transaction is scheduled to close Dec. 31.
“Our wealth management practice guides businesses, nonprofit organizations and individuals to make sound investments, improve financial health and meet long-term wealth goals,” said Andrew Paoni, PIC of Sikich’s Wealth Management practice. “The addition of Golden Trail brings talented, new experts to our team, enabling Sikich to better serve our clients and help them achieve financial well-being.”
Golden Trail Advisers is a wealth management firm offering comprehensive wealth management services including investment management, retirement planning, business succession planning and more. The firm helps business owners and individuals maximize wealth and minimize the impact of taxes over multiple generations.
“We’re excited to join Sikich and bring our experience and insight to the wealth management practice,” said Mike Sedlak, founder and managing member of Golden Trail Advisers. “Our combined skill set will be valuable for high-net-worth individuals and owners of closely held businesses. This partnership brings an exciting opportunity for growth, and Sikich’s technology-enabled professional services model gives us the resources to offer new solutions to our clients.”