Weatherstone Capital Management to Join Focus Firm Carnick & Kubik; Insero Wealth Strategies to Join Focus Firm Buckingham Strategic Wealth
Weatherstone Capital Management, Inc.is an independent wealth management firm based in Denver, Colorado, that was founded in 2001 by Michael Ball. Similar to Carnick & Kubik, Weatherstone offers investment management and financial planning services to clients. This transaction is expected to give Weatherstone greater economies of scale and expand the scope of both its investment and financial planning services to clients, and will expand Carnick & Kubik’s presence in the greater Denverarea, while also giving the combined firm the opportunity to deepen Weatherstone’s existing sub-advisory relationships.
Insero Wealth Strategies, LLCis a fee-only independent wealth management firm with offices in Rochesterand Buffalo, New York. Founded by Frank Insero, Insero provides investment management and financial planning services to clients, advocating an evidence-based investment philosophy consistent with Buckingham’s. Following this transaction, Buckinghamexpects to provide additional client service and portfolio management solutions to Insero and its clients. This will be Buckingham’s first office in New York State, as the firm continues to expand its national presence.
“Weatherstone offers unique tactical investment management portfolios, and Carnick & Kubik offers a compelling financial planning and wealth management model. The Weatherstone transaction is designed to have a positive impact on each firm’s clients,” said
About Buckingham Strategic Wealth
Founded in 1994, Buckingham Strategic Wealth (“Buckingham”) helps individuals, businesses, trusts, nonprofits, retirement plans and medical practice owners achieve their most important goals by creating customized, comprehensive, evidence-based financial plans.
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This release contains certain forward-looking statements that reflect Focus' current views with respect to certain current and future events. These forward-looking statements are and will be, subject to many risks, uncertainties and factors relating to Focus' operations and business environment which may cause future events to be materially different from these forward-looking statements or anything implied therein. Any forward-looking statements in this release are based upon information available to Focus on the date of this release. Focus does not undertake to publicly update or revise its forward-looking statements even if experience or future changes make it clear that any statements expressed or implied therein will not be realized. Additional information on risk factors that could affect Focus may be found in Focus' filings with the Securities and Exchange Commission.
Investor and Media Contact Information
Steve Calk or Sam Gibbons
Tel: (646) 561-3226
Source: Focus Financial Partners Inc.