Our New Name Reflects Our Partnership With You

Dear Clients,

With the news of our merger with The Colony Group this past summer, it has been our goal to have a company name that both signifies new beginnings and reflects the breadth of solutions our growing firm has to offer our valued clients like you. We are proud to announce that in January we will begin a new chapter as Focus Partners | Wealth. 

Here’s what to expect:

• Your advisory team will remain the same and we will continue to serve you from our local offices.
• Your team’s phone numbers will remain the same.
• We will have new email addresses in early 2025 with our new name. We will continue to receive messages sent to current email addresses during a transition phase.
• Our website will have a new look and URL starting in early 2025. The website you are familiar with will redirect you to the new site.
• Our new branding, including a new logo and updated communications, will launch in the new year.

While our name is changing, we will not be changing how we work with you. Importantly, we remain committed to the fiduciary standard. Being a fiduciary means that every recommendation we make, and every strategy we propose, is designed with your best interest in mind. We will continue to act with transparency, integrity and unwavering dedication to your financial well-being.

We’re thrilled about the next phase of our journey and are grateful to continue serving you as Focus Partners | Wealth. If you have any questions, feel free to reach out to your advisory team. We look forward to continuing our partnership with you.