Boulder’s Walnut Capital Management, a wealth management firm associated with Wells Fargo Advisors Financial Network, has merged with Redstone Wealth Advisory.
Christopher O’Neill, who has served as managing partner of Redstone Wealth Advisory, has been named a director of Walnut Capital Management.
Also joining Walnut Capital Management is Paul Sussman, who left Waddell & Reed to join Walnut Capital Management.
O’Neill and Sussman will provide wealth and asset management counsel, and retirement and benefit planning services.
“Adding Chris and Paul, two distinguished financial advisers to our team, broadens our knowledge base, affords greater opportunity for collaboration and expands our network to provide clients unbiased investment and planning advice,” said Michael Walsh, managing partner and branch manager at Walnut Capital Management.
Howard Pankratz: 303-954-1939 or hpankratz@denverpost.com; twitter@Howard Pankratz
