Brisbane-based boutique wealth management firm, MISSO Wealth Management, has entered into a definitive agreement with Focus Financial Partners, under which MISSO will join Connectus Wealth Advisers.
The transaction was expected to close in the fourth quarter of 2021.
MISSO, which was founded by in 2001 by Jason Misso, serves high and ultra-high net worth individuals in Queensland and throughout Australia, with a specific focus on executives, business owners and self-employed professionals. Its key services include financial advice and planning, investment management, family office services, superannuation, estate and family succession planning, insurance advice and liability management.
“Joining Connectus will position us to expand the value proposition we offer our clients while maintaining our approach to providing unconflicted advice and our boutique culture," Misso said.
"The array of client service tools and resources that Connectus provides will enable us to create a much richer client experience.
“Leveraging Connectus' shared resources will allow us to not only devote more time to our passion, which is serving our clients, but also to accelerating the growth of our business.
“We are excited by the prospect of Connectus helping our business evolve in a way that we could not have achieved on our own."