Effective December 15, 2021, Almega Wealth Management successfully acquired two offices from Southport Capital. The offices acquired are located in Greenville, KY and Mount Airy, NC. The clients of these offices are now being provided fee-only wealth management services not previously made available. The fee-only model helps eliminate conflicts of interest between the client and the financial advisor and helps reinforce the fiduciary responsibility Almega Wealth Management has to clients. Clients of these offices will work with Bryan Wisda, a Certified Financial Planner, with more than 20 years of experience.
Lucinda Baggett, who started with Painter Financial twenty-two years ago, will remain on with Almega Wealth Management in the Greenville, KY office as Almega Wealth Management’s the Director of Client Service. Lucinda’s new email address is [email protected].
The Greenville, KY office will remain located at 112 Mill Street. The the Mount Airy, NC office has moved to 129 Moore Avenue. The phone number for the Greenville, KY office remains 270-820-2056. The phone number for the Mount Airy, NC office remains 336-789-6241.
Questions about the transition should be sent to [email protected].