FUNDRAISING NEWS | June 12, 2024
Focus Financial Partners announced that five U.S.-based business lines within Connectus Wealth Advisers have joined The Colony Group, a Focus firm. The business lines are Atlas Private Wealth Management, Connectus Private, Hunt Valley Wealth, Mid-Continent Capital, and NEIRG Wealth Management.
This transaction allows Connectus advisors and clients to benefit from Colony’s expanded services and deeper capabilities. They will gain access to Colony’s open architecture investment platform, in-house tax planning, and family office services. The move also brings senior-level talent to Colony, enhancing its expertise. Additionally, this strengthens Colony's presence in key markets, including Chicago, greater Baltimore, and South Florida.
To view the press release, click here.
John Washington is the Data Research Analyst at Dakota.
