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Custom Portfolio Group LLC to Join Transform Wealth LLC in Definitive Agreement

Sep 26, 2024•over 1 year ago

Contract Type

agreement

DenverFinancial ServicesFinanceAngel InvestmentNon Profit

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.

Company Information

Company

Custom Portfolio Group

Location

Denver, Colorado, United States

About

Founded 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 providing wealth planning, retirement advice, and strategic investing expertise.

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