IM Deals Blog

PacWest Financial Merges with Benefit Financial Services Group

Written by admin | Mar 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.