Kovitz

We are now a part of Focus Partners Wealth! This partnership allows us to bring even more resources, capabilities, and tailored strategies to better serve your financial goals. Follow along at our new handle, Focus Partners Wealth.

https://www.focuspartners.com/

The new year is just around the corner—and so is our next chapter.

In early 2026, we will officially combine forces with our sister firm Focus Financial Partners to become Focus Partners Wealth. This rebranding represents more than a name change — it marks a formal unification of Kovitz with our sister firm, Focus Partners Wealth, combining our strengths to better serve you and your financial goals.

✅ You will continue to work with the advisors you know and trust – Your advisory team will not change as a result of this combination.
✅ We are committed to acting in your best interests. We will uphold the fiduciary standard, so that recommendations and strategies are designed with you as our primary focus.
✨You will gain access to a broader offering of content, enhanced resources, and additional service offerings.

Starting in 2026, we will begin posting solely on Focus Partners Wealth. Be sure to follow us to stay up-to-date on firm news, market commentary, and helpful content.

Thank you for your continued trust—we hope you are as enthusiastic as we are for what’s ahead.

We’re pleased to announce a major milestone in our firm’s journey. Starting early 2026, Kovitz will combine forces with a fellow Focus Partners Wealth firm to become Focus Partners Wealth.

This unification reflects our commitment to delivering a more powerful, client-centric experience. By combining our firms, we’re unlocking deeper expertise, broader capabilities, and greater bench strength— which we believe allows us to bring you a more holistic suite of services while preserving the boutique feel and personalized attention you’ve come to value.

Thank you for your continued trust — we’re excited for what’s ahead. Be sure to follow Focus Partners Wealth so you don’t miss future updates.