Vestor offers a range of wealth management services, including investment management, financial planning, retirement planning, insurance, estate/wealth transfer planning, business succession services, and income tax planning to high-net-worth clients located all over the US, with a large concentration based in the Chicago area.
Focus Financial Partners is an international partnership of independent, fiduciary wealth management firms with client assets in excess of US$500 million. The partnership brings Focus’ total number of partner firms and affiliates to 24 and the acquisition represents the fifth transaction for Focus in 2012.
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Commenting on the deal, Rudy Adolf, founder and CEO of Focus, said: "Over the years, Focus has worked to cultivate a partnership of strong, like-minded RIAs that uphold high fiduciary standards and epitomize strong client relationships. Vestor’s service model has been built and centered around their clients for nearly three decades, creating the deep client relationships we look for in a partner.
"We are excited to make our entry into the Chicago market with Vestor and, through them, hope to attract interest from additional advisors," Adolf said.
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