PacWest Financial Merges with Benefit Financial Services Group

March 30, 2017

On January 23, 2017, Focus Financial Partners announced that one of its partner firms, Benefit Financial Services Group, merged with PacWest Financial Management.

PacWest Financial Management is a Phoenix, Arizona-based registered investment advisory firm, specializing in comprehensive wealth management and financial planning services to families and individuals.

Benefit Financial Services Group (“BFS”) is a southern California-based registered investment advisor that serves both institutional clients and high-net-worth individuals, advising retirement plans in the private and public sectors. BFS is a partner firm in Focus Financial Partners, a partnership of independent wealth management firms operating independently across the U.S.

To read the press release: please click here.


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