On April 30, 2022, Focus Financial Partners Inc. announced it entered a definitive agreement under which Wealth Management, LLC, d/b/a Henry+Horne Wealth Management will join its partner firm, InterOcean Capital Group, LLC.
Under the terms of the transaction, Wealth Management, LLC, d/b/a Henry+Horne Wealth Management (“Henry+Horne”) will join InterOcean Capital Group, LLC (“InterOcean”), a partner firm of Focus Financial Partners Inc. (“Focus”). The transaction, subject to customary closing conditions, is expected to close in the second quarter of 2022. Further terms of the agreement were not disclosed.
InterOcean, based in Chicago, Illinois, is an independent investment adviser. It serves high net worth individuals, families and institutions.
Focus (NASDAQ: FOCS), based in New York, 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.
Henry+Horne, based in Scottsdale, Arizona, is a registered investment adviser serving high net worth and ultra-high net worth individuals and families, businesses and institutions.
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