Our Partner’s New Chapter: Focus Partners | Advisor Solutions
At Beacon Hill Private Wealth, my ability to deliver exceptional service to you is made possible through a trusted partnership with Buckingham Strategic Partners. As my key partner, Buckingham provides the deep bench of expertise, resources, and tools that allow me to focus on what matters most—helping you and your family achieve your financial goals.
I’m excited to share that Buckingham Strategic Partners will soon be rebranding as Focus Partners | Advisor Solutions, starting January 13, 2025. This change follows their merger with The Colony Group, bringing together two highly respected organizations in the wealth management industry. Together, they will create one of the largest and most innovative Registered Investment Advisor (RIA) platforms in the country, offering even greater resources for me to serve you.
Here’s what this means for you:
- A Continued Foundation of Support: As my key partner, Buckingham has always helped me deliver solutions in investment management, financial planning, tax strategies, and beyond. Their rebranding will only enhance these capabilities, empowering me to do even more for you.
- Continued Strong Leadership: Adam Birenbaum, who has successfully led Buckingham Strategic Partners for over a decade, will oversee the new combined organization. His leadership ensures continuity, innovation, and a steadfast commitment to client service.
- New Opportunities with the Same Commitment: While the name is changing, their focus on providing high-quality support to advisors like me—and ultimately to you—remains the same.
You may start seeing their new name, Focus Partners | Advisor Solutions, on reports and communications starting this month. However, nothing changes about how I work with you, my role as your advisor, or my commitment to helping you achieve your financial goals.
This rebranding and merger reflect growth, innovation, and a shared vision of delivering unparalleled service to clients like you. I’m confident that these changes will only strengthen my ability to serve you.
If you have any questions about these updates, feel free to reach out to me directly. I’m excited about this next chapter with Focus Partners | Advisor Solutions and the expanded opportunities it brings for us.
Warm regards,
Tom