Transform Wealth, an independent financial advisory firm, will join Kovitz to enhance resources and service offerings, expanding its regulatory assets under management significantly.

Information on the Target

Transform Wealth, LLC is a Denver-based financial planning and investment advisory firm that joined the Focus Financial Partners network in 2016. The firm specializes in providing comprehensive financial advice tailored to the unique needs of its clients, which span various stages of life. Transform Wealth prides itself on its fiduciary commitment, prioritizing client-centric services that foster trust and transparency.

With a strong emphasis on financial planning and investment advisory services, Transform Wealth aims to enhance its clients' financial well-being. The merger with Kovitz is expected to significantly expand its service capabilities, enhancing the overall client experience through an extensive array of resources.

Industry Overview in the Target’s Specific Country

The wealth management industry in the United States is experiencing a robust transformation, driven by technological advancements, regulatory changes, and shifting client demographics. These factors have encouraged