Contact: Kristin Paltzer
(414) 316-2100, ext. 126
kristinp@celticinc.com
MILWAUKEE – Operose Partners, an investment adviser registered with the state of Wisconsin, announces the acquisition of Bull Moose Investments, the wealth management arm of Bull Moose Financial, an accounting, tax and advisory services firm based in Milwaukee. As part of the acquisition, Rob Joyce will join Operose Partners as a director while maintaining his partnership role at Bull Moose Financial. The acquisition of Bull Moose Investments is expected to be completed by March 31, 2018.
“Our clients at Bull Moose Financial will immediately benefit from our partnership with Operose Partners,” said Rob Joyce, partner, Bull Moose Financial. “Operose offers a wealth of knowledge, resources and investment options to help our clients achieve their short and long-term investment goals.”
“Bull Moose Financial is known for its no-nonsense, hands-on approach to providing expert financial advice to small businesses and entrepreneurs,” said Nicholas Bauer, managing partner, Operose Partners. “We share a similar passion when it comes to wealth management services, which makes this acquisition so ideal.”
The acquisition of Bull Moose Investments does not impact Bull Moose Financial, which is operated by partners, Mike Bark, Rob Joyce, Andrew Witt and Meagan Rutkowski. For more information about Bull Moose Financial, visit bullmoosefinancial.com. For more information about Operose Partners, visit operosepartners.com.
About Operose Partners
Founded in 2017, Operose Partners offers investment advisory and investment consulting services to individuals, families and closely held businesses. Operose works with clients through all phases of the investment advisory process by employing a disciplined approach that emphasizes understanding each client’s unique investment needs and risk tolerance. Operose is led by Nicholas C. Bauer and Kris Amborn and is a wholly owned subsidiary of Beulah Holdings LLC.
About Bull Moose Financial
Founded in 2016, Bull Moose Financial provides comprehensive accounting and financial services to small businesses and entrepreneurs throughout Wisconsin and the country. Built on the idea of strong client relationships and customized business solutions, partners Mike Bark, Rob Joyce, Andrew Witt, Meagan Rutkowski serve a variety of clients with emphasis in the dental, medical, veterinary, real estate development, manufacturing and hospitality industries. To learn more about Bull Moose Financial, visit www.bullmoosefinancial.com or call (414) 759-9629.
