AlphaCore Wealth Advisory is proud to announce the acquisition of SPC Financial, a Rockville, Maryland-based wealth and tax advisory firm overseeing approximately $1.5 billion in client assets. This partnership marks a major milestone in AlphaCore’s mission to deliver fully integrated, tax-aware wealth management solutions to clients nationwide.

The announcement was featured in Barron’s, which highlighted AlphaCore’s strategic expansion and commitment to bringing robust, in-house tax capabilities to our clients. The coverage reflects growing recognition of AlphaCore’s vision to build a next-generation wealth platform that combines scale, personalization, and innovation.

As the financial landscape continues to evolve, we believe integrating tax strategy into wealth planning has become more essential than ever. As the financial landscape continues to evolve, integrating tax strategy into wealth planning has become more essential than ever. “We have a very robust pipeline for acquisitions, but we are only executing on strategic fit that coincides with adding additional talent, additional services, or specific synergistic geographies,” AlphaCore CEO Dick Pfister tells Barron’s Advisor. “In other words, we are not doing acquisitions for acquisitions’ sake.”

By joining forces with SPC Financial, AlphaCore is expanding its in-house expertise to offer clients a more seamless and holistic experience – combining investment management, financial planning, and advanced tax strategy under one roof.

This acquisition also extends AlphaCore’s footprint in the Mid-Atlantic region, reinforcing our continued growth and focus on comprehensive, client-first wealth solutions.

Learn more about this exciting development in MSN’s article.