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December 17, 2018 at 7:00 AM CST
New Partner Firm to Join Focus Financial Partners; Two New Firms to Join Buckingham Strategic Wealth
Altman, Greenfield & Selvaggi LLPis based in New York, New Yorkand was founded in 1986 by Abraham Altmanand Frank Selvaggi. AG&S provides comprehensive, concierge-style services to clients in the entertainment industry. The firm is currently led by Frank Selvaggi, Barry Greenfield, Stuart Gelwarg, PJ Barry, Tom Carr, Anthony Bonsignore, David Altman, Steven Pregiato, and Joshua Schmell. Alpern Wealth Management, LLCis an independent wealth management firm based in Pittsburgh, Pennsylvania. Alpern has provided highly customized wealth solutions to clients since 2012. This transaction is expected to help Alpern enhance its client services offerings through the additional resources provided by Buckingham. The transaction will also expand Buckingham’s footprint in Pennsylvania, adding a presence in Pittsburghto their existing offices in New Castleand Wyomissing. Griffon Financial Planning, Inc.is a fee-only independent wealth management firm with offices in Bendand Ashland, Oregon. Founded in 2000, Griffon offers retirement planning and comprehensive investment management services with a strong focus on financial planning. Griffon is expected to increase its capacity to add new clients and leverage Buckingham’s back-office support following this transaction, while Buckinghamwill expand its presence into the Pacific Northwestfor the first time, an important step in the firm’s efforts to increase its national presence.
“Focus has been attracting a growing number of independent wealth management firms, with an increase in the ultra-high net worth space in recent years. AG&S will be our first family office and business management firm to be headquartered in
About Buckingham Strategic Wealth
Founded in 1994, Buckingham Strategic Wealth helps individuals, businesses, trusts, nonprofits, retirement plans and medical practice owners achieve their most important goals by creating customized, comprehensive, evidence-based financial plans. Its investment philosophy is rooted in an academic approach tailored to address each client’s distinct willingness, ability and need to accept market risk. As a registered investment advisory firm,
Cautionary Statement Concerning Forward-Looking Statements
This release contains certain forward-looking statements that reflect Focus’s 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’s 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’s 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.