Focus Expands Into Michigan

“Partnering with Focus was an obvious choice due to our shared philosophy of building and preserving wealth through sound financial planning, integrated tax services, and evidence-based portfolio management strategies,” said Roger Millbrook. “We’re confident joining Focus will only deepen our commitment to our clients by allowing us to focus our time on our passions – servicing clients and helping them achieve their objectives,” said Stephen Hicks.

“This new advisory team brings a wealth of experience to the team and a deep background of shared values through our partnership with Focus Strategic Partners,” said Wendy Hartman, president of Focus Partners. “We are excited to welcome them to the BSW family and to continue to grow our presence in the Michigan area.”

“Siena’s extensive wealth management experience and history with our comprehensive advisory solutions platform for 21 years ensures we share a complementary mission - passion to serve, passion to do right, passion to progress,” explains Adam Birenbaum, chairman and CEO of Focus Partners. “They are a great example of how we are able to meet advisors where they are with our RIA and TAMP solutions, expanding their client service opportunities and helping them take advantage of all the client solutions Focus can offer.”

For more information on how Focus partners with top advisors, please visit www.PartnerWithFocus.com.

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