Focus Partners Wealth Expands with Acquisition of David Wealth Management

NEW YORK – June 23, 2025 – Focus Financial Partners Inc., an interdependent partnership of wealth management, business management, and related financial services firms, today announced that Focus Partners Wealth, LLC will acquire David Wealth Management, LLC in a transaction expected to close in the third quarter of 2025, subject to customary closing conditions.

Focus Partners Wealth Expands with First External Acquisition Since Rebrand

Focus Financial Partners Names Mark Israel as Chief Technology Officer

Focus Financial Partners Names Zinovy Iosovich as Chief Growth Officer for Focus Partners Division

Focus Financial Partners Expands Executive Leadership Team

Transform Wealth to Join Kovitz, a Focus Partners Firm

Dorchester Wealth Management to Join Cardinal Point, Focus Partners Canada

Focus Financial Partners Names Jason Dubinsky Chief Financial Officer; James Shanahan to Retire from Focus

Peter Crawford, Former Chief Financial Officer of Charles Schwab, Joins Focus Financial Board

Merriman Wealth Management to Join Focus Partners Wealth