Focus Partners Wealth
Your future is our focus
Focus Partners Wealth is a comprehensive wealth management firm offering personalized financial planning, investment strategies, and advisory services across all 50 states.
About
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future.
They were ranked No. 3 on USA TODAY's 2026 Best Financial Advisory Firms list and manage $181.86 billion in regulatory assets under management as of January 1, 2026.
Services
Wealth Management
Comprehensive wealth management services including net worth development, investment planning, legacy planning, and philanthropic planning.
Investment Planning
Data-driven investing strategies and wide variety of investment options to maximize assets.
Tax Planning
Strategies designed to be smarter and more tax-efficient for long-term financial benefit.
Retirement Planning
Building the retirement clients want by skillfully planning all aspects of future financial resources.
Education Planning
Financial access to desired education experiences for families.
Estate & Trust Planning
Safeguarding financial resources to support the legacy and impact clients wish to have on future generations.