Tuesday, 06 May 2025 07:30 AM
Mergers and Acquisitions
Newly-formed wealth management firm with offices in Colorado and Idaho offers customized financial planning and investment management built on trust, expertise, and a client-first philosophy.
DENVER, CO AND BOISE, ID / ACCESS Newswire / May 6, 2025 / Branzan Investment Advisors, Inc., a Colorado-based investment firm, today announced the acquisition of Wealth Ops, LLC, an Idaho-based registered investment adviser. The transaction marks the launch of BZ Wealth Advisors, LLC, a newly branded firm offering comprehensive financial planning and wealth advisory services to individuals, families, and foundations.
Founded in 2022 by Wade Calvert, a Certified Financial Planner™ professional with over 15 years of experience, Wealth Ops has built a strong reputation for client-focused service. Calvert will join BZ Wealth Advisors as an Owner and Wealth Advisor, continuing to serve clients with the same trusted, personalized approach.
"We're thrilled to welcome Wade and the Wealth Ops clients to the Branzan family under the BZ Wealth Advisors brand," said John G. Brant, Jr. "Wade's expertise and dedication to his clients align perfectly with our mission to deliver thoughtful, tailored financial advice. This acquisition strengthens our platform and extends our reach across the Mountain West."
"Partnering with the Branzan team to form BZ Wealth Advisors is a significant next step," said Wade Calvert. "We're keeping the heart of what made Wealth Ops special - personalized service, deep relationships - while adding additional resources. With Branzan's deep investment research capabilities and alternative investment expertise, we're expanding our offerings, enhancing our resources, and strengthening our ability to deliver thoughtful, client-centered solutions. Together, we're building the premier boutique independent investment advisor in the Mountain West-one that redefines what it means to partner with a wealth advisor."
The formation of BZ Wealth Advisors reflects a shared commitment to delivering high-quality, relationship-driven financial guidance. With offices in Colorado and Idaho, the firm will continue to operate with a focus on transparency, integrity, and long-term planning tailored to each client's unique goals.
About BZ Wealth Advisors, LLC
BZ Wealth Advisors is a wealth management firm dedicated to helping individuals, families, and foundations achieve financial clarity and long-term success. With a presence in both Colorado and Idaho, the firm offers customized financial planning and investment management built on trust, expertise, and a client-first philosophy.
Media Contact:
Wade Calvert
[email protected]
www.bz-wealth.com
SOURCE: BZ Wealth Advisors