Grimes & Company (“Grimes”), a full-service registered investment advisory (RIA) firm managing approximately $7 billion in assets, today announced the addition of the tax practice of Stevens and Ciccone Associates, PC, a Needham, Massachusetts-based CPA firm. The firm also announced the appointment of veteran wealth management executive Andrew Hamil as chief operating officer, reinforcing Grimes’ commitment to expanding its capabilities as it continues to grow nationally.

The acquisition adds approximately 800 tax clients and an experienced team of professionals to Grimes, introducing in-house tax planning and advisory capabilities that complement the firm’s existing financial planning and investment management services. The firm will continue to support advisors’ and clients’ existing relationships with outside tax professionals while offering an additional resource for clients whose planning needs warrant integrated tax expertise. As part of the transition, Stevens and Ciccone Associates will begin operating as S&C Tax Advisors, while the team continues building and maintaining its longstanding relationships with existing advisors, clients and referral partners, reinforcing the collaborative approach that has been central to the practice’s success.

“As our clients’ financial lives become increasingly complex, thoughtful tax planning has become an essential component of comprehensive wealth management,” said Kevin Grimes, chief executive officer of Grimes. “This addition allows us to deepen the resources available to our clients while maintaining the advisor flexibility that’s always been central to our approach. It’s an important step in continuing to build a firm that can meet clients’ evolving needs today and well into the future.”

“For decades, our practice has been built on trusted relationships with clients, advisors and referral partners,” said Samantha Stevens, partner at Stevens and Ciccone Associates, P.C. “Joining Grimes allows us to continue serving those relationships while gaining access to additional resources that will enhance the value we can provide. Equally important, Grimes shares the collaborative, client-first philosophy that has always defined our practice. As multi-generational, family-led firms, we are aligned not only in how we serve clients, but in the values that guide our business.”

Alongside the acquisition, Grimes welcomes Hamil, who brings more than 20 years of leadership experience across wealth management, trust services and estate planning. He previously served as president and chairman of Wealth Enhancement Trust Services and as president and chair of Fidelity Personal Trust Company, FSB. Earlier in his career, he held senior leadership roles within Bank of America’s trust division and began his career practicing law in Boston. As chief operating officer, Hamil will oversee Grimes’ financial planning, insurance, tax, business operations, data and artificial intelligence (AI), and growth teams while helping drive future acquisitions, expand trust services and further operationalize the firm’s capabilities at scale.

“What attracted me to Grimes was its commitment to delivering truly comprehensive advice while maintaining a deeply client-first culture,” said Hamil. “The firm’s continued investment in expanding its capabilities, including tax planning, creates tremendous opportunities to better serve clients while building an operational foundation that supports thoughtful, long-term growth.”

These announcements build on Grimes’ momentum following Rise Growth Partners’ minority investment in early 2025 and reflect its continued investment in delivering more comprehensive wealth management services for high-net-worth individuals, families and business owners.

“From the beginning, Grimes has had a clear vision for building a nationally recognized firm,” said Joe Duran, managing partner of Rise Growth Partners. “Expanding into tax services and adding a seasoned executive like Andrew are meaningful investments in the firm’s future. Kevin and his team continue to execute on a thoughtful growth strategy that is strengthening Grimes’ ability to serve clients across the country.”

To learn more about Grimes, visit grimesco.com.

About Grimes and Company

Headquartered in Massachusetts, Grimes & Company, LLC is a full-service registered investment advisory firm managing approximately $7 billion in assets for approximately 3,000 households spanning all U.S. states. Founded by Tim Grimes and now led by Kevin Grimes, the firm is committed to helping clients achieve financial peace of mind through sound advice, disciplined asset management and exceptional service.

About Rise Growth Partners

Rise Growth Partners is a leading growth partner for exceptional wealth management firms. Rise provides non-controlling minority capital and strategic expertise to help firms accelerate growth, expand their impact, and build enduring businesses. The Rise team is made up of experienced operators and industry experts who have built, scaled and exited successful firms. The team works side by side with leadership teams to drive results quickly, without compromising independence. Rise is purpose-built to support firms that want to do something extraordinary and become nationally recognized “lighthouse” brands. Visit RiseGrowth.com or follow Rise Growth Partners on LinkedIn to learn more.

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