MAI Capital Management LLC, a registered investment adviser, has acquired Wiener Financial Management.
Founded in 1995 by Bruce Wiener, WFM is headquartered in Potomac, Maryland and has an established, prominent reputation in the Washington, D.C. area. WFM provides comprehensive financial and retirement planning and investment management services for high-net-worth individuals and families. Prior to starting his advisory practice, Wiener practiced law in the nation’s capital for 14 years. In his role at MAI, he will assume the title of Senior Wealth Advisor and Managing Director.
WFM joined MAI effective April 21, 2023. The acquisition adds approximately $120 million in assets under management.
