Fayetteville Wealth Management Firm Expands Reach with Merger

Fayetteville-based Greenwood Gearhart Inc., the largest locally owned independent wealth management firm in Northwest Arkansas, has merged with Boston Mountain Money Management, creating a powerhouse in the region's financial services industry. The combined firm now manages approximately $1.6 billion for over 1,000 clients across 37 states, solidifying its position as a leading wealth management provider in the area.

Unlocking New Opportunities for Clients Through Strategic Collaboration

Enhancing Financial and Estate Planning Capabilities

The merger between Greenwood Gearhart and Boston Mountain Money Management represents a strategic move to bolster the combined firm's expertise in financial and estate planning for corporate executives and other business professionals. By leveraging the combined resources and expertise of the two firms, the newly formed entity aims to provide an even more comprehensive suite of services to its diverse client base. This integration of capabilities will enable the firm to deliver tailored solutions that address the unique financial needs and goals of its clients, ensuring they achieve long-term financial security and peace of mind.

Expanding Geographical Reach and Client Base

The merger has also allowed the combined firm to expand its geographical footprint, now serving clients in 37 states across the country. This broader reach opens up new opportunities for the firm to connect with a wider range of individuals and families, offering them the personalized wealth management services they require. By combining the strengths and client relationships of both Greenwood Gearhart and Boston Mountain Money Management, the merged entity is poised to become a dominant force in the regional wealth management landscape, catering to the diverse financial needs of a growing client base.

Strengthening Investment Expertise and Capabilities

The addition of Boston Mountain Money Management's principal, Scott Alaniz, to the Greenwood Gearhart team further bolsters the firm's investment expertise and decision-making capabilities. Alaniz, widely respected in the industry, brings a wealth of experience and a proven track record of delivering outstanding wealth management services to his clients. His integration into the Greenwood Gearhart investment committee ensures that the combined firm's investment strategies and portfolio management decisions are guided by a team of seasoned professionals, providing clients with the confidence and assurance they seek in their wealth management provider.

Fostering a Culture of Trust and Personalized Service

At the heart of the merger lies a shared commitment to cultivating trust and financial peace of mind for clients. Brock Gearhart, CEO of Greenwood Gearhart, emphasized that the firm's guiding principle has been to enrich the lives of its clients through personalized wealth management services. By joining forces with Boston Mountain Money Management, the combined entity is poised to deepen this mission, ensuring that clients continue to receive the exceptional level of service and attention they have come to expect.

Seamless Integration and Consolidated Operations

The merger process has been carefully orchestrated to ensure a smooth transition for both clients and employees. Boston Mountain Money Management's most recent office, located off the Bentonville square, has been consolidated into the Greenwood Gearhart office in Rogers, streamlining the firm's operations and enhancing its ability to serve clients efficiently. This consolidation of resources and infrastructure further strengthens the combined entity's capacity to deliver personalized wealth management solutions to its growing client base.