Local wealth firm moves to new investment platform

EverSource Wealth Advisors recently announced that Bare Wealth Advisors in Gap has transitioned investment operations to the EverSource platform.

A seven-advisor firm, Bare Wealth has been serving clients for more than 20 years. The practice will continue to operate as an independent Registered Investment Advisor (RIA) supported by EverSource's investment services, compliance consulting and technology.

The firm is led by partners Ron Bare, CFP, BFA, CKA and Curtis Burkholder, BFA, CKA, CAP. The Bare group also includes advisors Ryan Kurtz, Lamar King, Jim Wahlberg, Alex Costa and Adam Black, along with an extensive support team. According to its mission statement, the Bare team provides wealth management grounded in biblical wisdom "to encourage generosity, empower vision and influence the world for good."

Advisors and RIA firms affiliated with EverSource are part of a like-minded community and have access to institutional-quality technologies, investment solutions and planning resources designed to fuel growth and enable greater values-integration in their business.

To view the announcement in its entirety, visit http://www.eversourcewealthadvisors.com/newsroom/bare.

Order professional photos at epcphoto.com hosted by smugmug.

Leave a Review

Leave a Reply