Simpson Investment Counsel

Transaction overview

Status: Reported completed

Exact closing date not established.

Pension & Wealth Management Advisors reported acquiring Simpson Investment Counsel, a Lexington, Massachusetts advisory firm. The announcement described integration following the acquisition; it did not specify a separate closing date.

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.