Portfolio M&A Law LLC (f/k/a M&A LLC) advised PE-backed RWA Wealth Partners (f/k/a Adviser Investments) on its acquisition of LeJeune Puetz Investment Counsel
RWA Wealth Partners, a portfolio company of Summit Partners, is an independent wealth advisor providing customized financial planning solutions to clients nationwide, and LeJuene Puetz is one of the oldest and largest investment advisory firms in Northern Michigan.
