Transform Wealth to Join Kovitz, a Focus Partners Firm

NEW YORK – March 13, 2025 – Focus Financial Partners Inc., an interdependent partnership of wealth management, business management, and related financial services firms, today announced that it has entered into a definitive agreement under which Denver, CO-based Focus network firm Transform Wealth, LLC will join Kovitz, a Focus Partners Firm. This transaction is expected to close in the second quarter of 2025, subject to customary closing conditions. Upon completion of this transaction, Transform Wealth is expected to add approximately $3 billion to Kovitz’s existing $32 billion of regulatory assets under management, each measured as of December 31, 2024.

Transform Wealth joined Focus as a network firm in 2016 and provides clients with comprehensive financial advice for all stages of life, focusing on financial planning and investment advisory services. The firm is dedicated to acting as fiduciary to its clients by providing client-centric advice and services.

This transaction will bring together two like-minded firms that offer active, in-house investment management solutions for clients in addition to leveraging the unique strengths of each firm. Kovitz will gain a talented team of advisors and leaders, including Nathan Kubik and David Kubik, CEO and President, respectively, of Transform Wealth. Transform’s presence in the Mountain West region also complements Kovitz’s existing geographic footprint. Transform Wealth will gain access to Kovitz’s vast resources and extensive capabilities to better serve clients and advisors.

“Transform Wealth has always been driven by a deep commitment to putting our clients’ interests first, delivering financial advice tailored to each individual’s needs. Joining Kovitz represents a natural progression in that commitment,” said Nathan Kubik. “Over the years, we have admired Kovitz’s approach and shared values. By joining forces, we will strengthen our ability to address the diverse, dynamic, and evolving needs of our clients.”

“We’re proud to welcome the Transform Wealth team to Kovitz, as they have a long history of prioritizing clients and offering financial planning and investment tools that keep pace with evolving client needs,” said Mitchell Kovitz, CEO of Kovitz, a Focus Partners Firm, and Vice Chairman of Focus Financial Partners. “We look forward to expanding our Mountain West presence by adding this talented team.”

“Transform Wealth and Kovitz have independently built strong reputations as leaders within the wealth management industry and by coming together can accomplish far more to serve their collective clients and advisors,” said Michael Nathanson, CEO of Focus Financial Partners.

About Focus Financial Partners Inc.

Focus is an interdependent partnership of wealth management, business management, and related financial services firms, rooted in a client-first approach and powered by the collective energy and capabilities of its many advisors and professionals. The Focus partnership includes firms operated under the Focus Partners brand that reflect the company’s key business lines. Through a blend of innovative solutions, strong capital backing, and deep business expertise, Focus empowers its firms to achieve their business objectives by helping them better serve their clients and advisors. Discover more about how Focus is evolving the wealth and business management landscape by visiting www.focusfinancialpartners.com or by following the company on LinkedIn. 

About Kovitz Investment Group Partners, LLC

Kovitz is an investment adviser headquartered in Chicago, IL. Kovitz provides investment and wealth management solutions to high-net-worth individuals, institutions, and private funds. Kovitz has been part of Focus since 2016. For more information about Kovitz, please visit www.kovitz.com.

About Transform Wealth, LLC

Transform is an independent financial planning and investment advisory firm headquartered outside Denver with additional locations in Colorado Springs and Houston. Transform offers a range of wealth management, investment management and financial planning services to high-net-worth individuals and families. For more information about Transform, please visit https://transformwealth.com.

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