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Custom Portfolio Group LLC to Join Transform Wealth LLC in Definitive Agreement
Contract Type
agreement
Description
Focus Financial Partners Inc. announced today that Custom Portfolio Group LLC has entered into a definitive agreement to join Focus partner firm Transform Wealth LLC. CPG, an independent investment management and wealth planning firm founded in 2011, will gain access to Transform’s financial planning and investment advisory capabilities, while Transform will gain the ability to expand its strong footprint in Colorado through this transaction.