Focus to Partner with Cardinal Point

INVESTMENT MANAGEMENT DEALS BLOG

September 30, 2021

On September 16, 2021, Focus Financial Partners Inc. announced it will partner with Cardinal Point Capital Management Inc. and Cardinal Point Wealth Management, LLC.

Under the terms of the transaction, Cardinal Point Capital Management Inc. and Cardinal Point Wealth Management, LLC (together “Cardinal Point”) will join Focus Financial Partners, Inc. (“Focus”). The transaction, subject to customary closing conditions, is expected to close in the fourth quarter of 2021. Further terms of the deal were not disclosed.

Focus (NASDAQ: FOCS), based in New York, is a partnership of independent fiduciary wealth management firms. Focus provides access to best practices, resources, and continuity planning for its partner firms.

Cardinal Point, based in Irvine, California, is a wealth management firm offering investment and estate, tax and cross-border financial planning solutions to affluent individuals and families located in both the United States and Canada.

To read the press release: please click here.