Business combination · Adviser / wealth-management
Gessner Wealth Strategies
Transaction overview
Reported completed
Parkwoods Wealth Partners reported that Gessner Wealth Strategies joined the firm in a combination that closed on August 31, 2026. Michelle Gessner joined as Senior Wealth Advisor, with Lauren Morris continuing as Client Service Manager.
Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.
Source evidence
- Gessner Wealth Strategies Joins Parkwoods Wealth Partners ↗
Parkwoods Wealth Partners · Published Sep 3, 2026
Article explicitly reports the combination and August 31 closing. Structured source metadata identifies Parkwoods Wealth Partners, LLC and SEC CRD331565; publication metadata is September 3, 2026.