FOCUS FINANCIAL PARTNERS INC. overview

NEW YORK, NY / ACCESSWIRE / March 1, 2024 / Focus Financial Partners Inc. ("Focus" or the "Company"), a leading partnership of independent, fiduciary wealth management firms, announced today that it has entered into a definitive agreement under which GW & Wade, LLC ("GW & Wade"), headquartered in Wellesley, Massachusetts, will formally join fellow Focus partner firm The Colony Group, LLC ("Colony"). This transaction is expected to close in the first quarter of 2024, subject to customary closing...

NEW YORK, NY / ACCESSWIRE / January 19, 2024 / Focus Financial Partners ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that it has entered into a definitive agreement under which Wasserman Wealth Management, LLC ("Wasserman Wealth Management" or "Wasserman"), a registered investment adviser based in Farmington Hills, MI, will join Focus partner firm Buckingham Strategic Wealth, LLC ("Buckingham" or "Buckingham Strategic Wealth"). This...

NEW YORK, NY / ACCESSWIRE / December 15, 2023 / Focus Financial Partners ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that it has entered into a definitive agreement under which Mesa Financial Group, LLC ( "Mesa Financial Group"), a registered investment adviser based in Atlanta, Georgia, will join Focus partner firm Buckingham Strategic Wealth, LLC ("Buckingham" or "Buckingham Strategic Wealth"). This transaction is expected to close in the...

NEW YORK, NY / ACCESSWIRE / December 7, 2023 / Focus Financial Partners ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that it has entered into a definitive agreement under which Sutton Wealth Advisors, Inc. ("Sutton Wealth") will join Focus partner firm Cornerstone Wealth Group, LLC ("Cornerstone"). This transaction is expected to close in the first quarter of 2024, subject to customary closing conditions. Founded in 2007 by Ed Sutton, Sutton...

The following corrects and replaces the release that was issued November 15, 2023: NEW YORK, NY / ACCESSWIRE / November 16, 2023 / Focus Financial Partners ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that it has entered into a definitive agreement under which Ketoret Capital, LLC ("Ketoret"), located in Wood Dale, Illinois, will join Focus partner firm Telemus Capital, LLC ("Telemus"), headquartered in Southfield, Michigan. This transaction...

NEW YORK, NY / ACCESSWIRE / November 15, 2023 / Focus Financial Partners ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that it has entered into a definitive agreement under which Ketoret Capital, LLC ("Ketoret"), located in Wood Dale, Illinois, will join Focus partner firm Telemus Capital, LLC ("Telemus"), headquartered in Southfield, Michigan. This transaction is expected to close in the first quarter of 2024, subject to customary closing...

NEW YORK, NY / ACCESSWIRE / November 2, 2023 / Focus Financial Partners ("Focus" or the "Company"), a leading partnership of independent, fiduciary wealth management firms, today announced four new executive appointments for Managing Directors Travis Danysh, Pradeep Jayaraman, Sukanya Kuruganti, and Eric Amar. These appointments reflect Focus' strategic evolution as a private company towards a more cohesive organization that seeks a common purpose, higher levels of collaboration, and which...

NEW YORK, NY / ACCESSWIRE / October 24, 2023 / Focus Financial Partners Inc. ( " Focus"), a leading partnership of fiduciary wealth management firms, announced today that it has entered into a definitive agreement under which Omega Financial Solutions Pty Ltd and Omega Accounting Solutions Pty Ltd (collectively, "Omega"), an integrated financial services firm based in Sydney, will join partner firm MEDIQ Financial Services ("MEDIQ"), headquartered in Melbourne. The transaction is expected to...