Worcester-based Dream Big Wealth Strategies has joined New Jersey-based firm Cornerstone Planning Group.
Founded by Julianne Hertel in 2015, Dream Big brings $60 million in assets under management to Cornerstone’s registered investment advisor platform, the company announced Monday.
Hertel began her career in higher education before transitioning to financial services in 2007.
Dream Big will continue to operate under its own branding and will remain headquartered in Worcester. The company is based out of the Central Supply Building at 10-14 East Worcester St.
Financial terms of the acquisition were not disclosed.
Headquartered in Fairfield, New Jersey, Cornerstone provides portfolio management, infrastructure, and support to independent financial advisors. Cornerstone has more than $1 billion in assets under management.
Eric Casey is the managing editor at Worcester Business Journal, who primarily covers the real estate and banking & finance industries.
