Acquisitions

The Wealth Management Division of Treloar & Heisel Joins MAI Capital Management

04.12.24

As of April 12, 2024, Treloar & Heisel Wealth Management division is now a part of MAI Capital Management.

If you are a Treloar & Heisel wealth management client, you can find your team here.

Office Location: 134 E. Washington Street, New Castle, PA 16101

General Office Phone: 216-514-7650


As a result of our new partnership, Treloar & Heisel clients will now have access to:

 

A note from Rick Buoncore, Managing Partner of MAI Capital Management:

“We are pleased to welcome Treloar & Heisel to the MAI family. Their commitment to clients makes them a perfect fit for our firm. As MAI continues to expand nationally, adding new and experienced members to the team, we will continue our practice empowering our clients to simplify, protect, and grow their wealth.”

We look forward to learning about your financial goals.

CONTACT