$2B Moneco Completes Merger with Lichtenstein, Launches Tax Business

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Moneco Advisors, a Fairfield, Conn.-based registered investment advisor with about $2 billion in client assets, has completed its merger with Lichtenstein Financial and its affiliated tax firm, Lichtenstein Tax Consultants, which it acquired in 2023.  The two firms have undergone a multi-year integration process, with Moneco launching Moneco Tax, the rebranded business of Lichtenstein Tax ...