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REHMANN AND DAWSON WEALTH MANAGEMENT MERGE
FOR IMMEDIATE RELEASE:
01/14/2010
Saginaw, MI and Cleveland, OH – January 11, 2009 – Rehmann, an integrated accounting, business consulting and wealth management firm, has combined with Cleveland-based Dawson Wealth Management to create one of the largest wealth management firms in the region. The new entity will operate under the Rehmann name.
Dawson Wealth Management, formerly a unit of Dawson Companies, has served clientele in Cleveland, Akron and beyond for nearly two decades. The firm’s extensive presence in Ohio made them a logical merger partner for Rehmann, whose business has been rooted in Michigan since inception.
“The professionals at Dawson have a long history of successful client service,” said Rehmann Financial president Fred Schaard. “We are grateful that we found a merger partner who shared our ideals and the goal to widen our collective reach beyond our traditional service area.”
Dawson Wealth Management’s president, Joe Heider, has assumed the title of Principal within Rehmann’s wealth advisory unit and will continue to operate out of the firm’s Cleveland office along with the entire Dawson investment advisory staff.
"In evaluating whether to seek a merger partner, our team zeroed in on the characteristics that Rehmann possesses. When we identified Rehmann in the process, our like-minded approach to solving our clients’ wealth management issues gave us confidence that the merger would benefit our clients, partners and employees,” explained Heider.
D. Michael Sherman, Chief Executive Officer of Dawson Companies indicated that while relinquishing ownership and control of the wealth management unit was the end of an era for his company, the clients of the newly combined entity will all benefit, “On top of Rehmann’s strong wealth management division, they also provide a full range of tax, accounting, assurance and business consulting services. These services can help simplify one’s financial life and provide added value and benefits.”
About Rehmann:
Headquartered in Michigan, Rehmann has grown to become one of the largest CPA, business consulting and financial services firms in the Midwest with more than 600 associates in 15 offices. Its subsidiaries of Rehmann Robson, Rehmann Consulting, Rehmann Financial, and Kerby, Bailey and Associates form a synergistic collection of business services. Rehmann is a member of Nexia International with resources in 100 countries worldwide. Their website is www.rehmann.com.
About Dawson Companies
Since 1931, Dawson Companies has grown into one of America’s leading insurance and financial services brokerage firms. Offering commercial insurance for all types of businesses, Dawson specializes in Property & Casualty Insurance, Surety Bonding, and Employee Benefits and is continually ranked as one of the top 100 brokers in the US.
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Advisory services offered through Rehmann Financial, an SEC Registered Investment Advisor.
Securities offered through Multi-Financial Securities Corporation, Member FINRA/SIPC.
Rehmann Financial and Multi-Financial are not affiliated
In this issue of BWD we focus on small business. We hear from the Small Business Association of Michigan and discuss the role small business will hopefully play in our economic recovery. Our healthcare management advisory team brings us some valuable for physicians’ practices –an explanation of the efficiencies presented by an Electronic Health Care Records system. Plus there is valuable information about small business opportunities in franchising, keeping your business safe from cyber theft and some answers to questions about insurance needs for your business. BWD is open for business!