Triad Advisors, Inc., a subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE MKT: LTS), announced today that Atlanta-based, Sugarloaf Wealth Management has joined Triad as an independent branch office. Founded in 1989 by Jeffrey Manry, Sugarloaf is an independent Registered Investment Advisory firm that provides highly-personalized financial planning, investment advisory and estate planning solutions. Principals Jason Connolly , Douglas Everett, Taylor Manry and Adam Wilson manage over $250 million in client assets.
"The decision to join Triad Advisors was based upon their commitment to an open architecture model and serving the needs of a growing RIA firm. We look forward to the flexibility and independence this partnership will bring for the benefit of our client's and our firm," says Jason Connolly, Managing Principal of Sugarloaf Wealth Management.
“We are excited about Sugarloaf Wealth Management’s decision to partner with Triad Advisors. Our firms share a common culture and similar focus of providing comprehensive wealth management solutions. As they move towards a Hybrid RIA model we look forward to helping them better serve their clients through an expanded menu of products, services and solutions,” says Mark Mettelman, President and CEO of Triad Advisors, Inc.
About Triad Advisors:Triad Advisors, a subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE MKT: LTS), is an independent broker-dealer and Registered Investment Advisor headquartered in Atlanta, GA. Triad provides a comprehensive platform of integrated products, trading and technology systems, and total wealth management solutions to over 500 advisors throughout the country. Triad also provides complete back office solutions to support advisors in all aspects of their practice, including account processing, practice management, compliance support, products access and technology assistance. Since its inception in 1998, Triad has been recognized as one of the leading independent broker-dealers in the industry as measured by growth in revenue, assets and profitability per advisor. For more information, please visit www.triad-advisors.com. About Sugarloaf Wealth Management: Sugarloaf Wealth Management is a financial planning/ Registered Investment Advisory firm headquartered in the Atlanta, Georgia area. The group offers financial planning services and investment advice. Their primary focus is individuals approaching or at retirement assisting with investments, financial planning, insurance and tax planning. Sugarloaf provides sound, professional advice to help clients build for the future, or to preserve, enjoy, and pass on assets they already own. For more information on Sugarloaf Wealth Management, please visit http://swmllc.com.
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