Focus Expands Pacific Northwest Footprint

“We are excited for this opportunity for the Confluence team and our clients, this has been a well-considered integration and we’re ready for the next steps,” said Kathleen Kee. “Being able to bring the strength of the Focus thought leadership to the table is one more tool we have to help clients meet their financial goals.”

“This new advisory team helps build on our advanced planning solution and bolster our service to clients to impact more lives,” said Wendy Hartman, president Focus Partners. “We are delighted to welcome them to the team and grow our presence in the Pacific Northwest.”

“Confluence’s experience with advanced planning for complex client solutions, and their dedication to individualized client service, are a perfect complement to Focus,” explains Adam Birenbaum, chairman and CEO of Focus Partners. “We are always open to the opportunity to expand our knowledge base and evidence-based investment philosophy by welcoming firms into the Focus family. We are able to meet advisors where they are with our RIA and TAMP solution, expanding their client service opportunities.”

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