Bukaty Companies Financial Services announces the expansion of its Denver office with the acquisitions of Investment Management Consultants Limited and 401K Squared.
The addition of the Littleton, Colorado, companies brings a total of 60 retirement plans under management and 210 high-net-worth clients to Bukaty Companies’ Denver offices.
Bukaty will have eight employees in the region, and growth will continue with several new employees by year end.
“We now have the scale to be a top retirement plan and wealth management advisory services provider in the Denver area,” said Vince Morris, president, Bukaty Companies Financial Services.
“We’ve developed a client service model that assists with fiduciary responsibilities, simplifies plan administration services and enhances retirement outcomes, and we know this will be as successful in Denver as it has been in Kansas City.”
With the addition of IMC Limited and 401K Squared, Bukaty Companies Financial Services has over $2.6 billion in total assets under management.
“We believe the transition will be a positive change for our clients, present and future,” said Richard Behr, president of IMC Limited and 401K Squared. “Our companies are deeply committed to service, and to protecting individuals’ quality of life, and joining forces will only enhance this.”
Behr will serve as managing director of Bukaty Companies Financial Services’ Denver office.