Focus Financial Partners – a leading partnership of fiduciary wealth management and related financial services firms – announced that it has entered into a definitive agreement under which Custom Portfolio Group (CPG) will formally join Focus partner firm Transform Wealth.
CPG and Transform are based in the Denver area. Launched in 2011, CPG is an independent investment management and wealth planning firm that offers tailored, innovative solutions to individuals, families, non-profit organizations, and businesses. CPG specializes in wealth planning, retirement advice, and strategic investing expertise.
Through this deal, CPG will gain access to Transform’s financial planning and investment advisory capabilities. And by adding an experienced team led by David Twibell, President and CEO of CPG, Transform will gain the ability to expand its strong footprint in Colorado.
Turkey Hill Management served as advisor to CPG in this transaction.
The deal is expected to close in the fourth quarter of 2024, subject to customary closing conditions.
KEY QUOTES:
“Providing exceptional service to our clients has always been a fundamental principle for us. When we connected with Transform, it was evident that our values were in sync. We are eager to collaborate with their larger, skilled team to enhance our client service offerings as we move into the next stage of our growth.”
-David Twibell, president and CEO of CPG
“For more than a decade, CPG has been leveraging its extensive planning and asset allocation capabilities to equip clients with the tools they need to achieve their objectives. We are excited to welcome CPG’s talented team to our firm and look forward to providing resources to support their clients’ evolving needs and helping them achieve their goals at every stage of their unique journeys.”
-Nathan Kubik, CEO of Transform
“This exciting deal joins two established, like-minded investment and wealth planning firms based in the Denver area and is a great example of our team cultivating a meaningful relationship over a period of several years. After getting to know David and his team, we are confident in their ability to seamlessly work with Transform to deliver an excellent client experience with access to a deeper array of tools and capabilities.”
-Travis Danysh, Chief Corporate Development Officer at Focus
