Build a Personalized, Tax-Aware Portfolio with Direct Indexing

Direct indexing is a core strategy we use to help clients build highly personalized investment portfolios—while seeking to improve tax efficiency along the way. While mutual funds and exchange-traded funds (ETFs) can play an important role in a portfolio, they typically offer limited flexibility when it comes to customization and tax management. Get started by booking a strategy session today.

Through direct indexing, separately managed accounts (SMAs), options strategies, and portfolio overlays, our fiduciary advisors design tax-optimized portfolios to align with your values, goals, and long-term financial plan.

Ready to improve the after-tax performance of your portfolio?

Connect with our team to explore how direct indexing can support proactive strategies such as tax-loss harvesting and capital gains management.

Book a tax strategy session using the form below. 

For clients with $1M or more in investable assets

Investable assets include cash or cash equivalents, brokerage accounts (e.g. stocks, EFTs), savings, checking, CDs, 401(k), IRA, 403(b), and certain alternative or private investments.

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. Please see our Privacy Policy for more information about how we collect and use your personal information.

If you are a California resident, California law provides you with additional rights. To learn more about your California privacy rights under the California Consumer Privacy Act (“CCPA”) as amended by the California Privacy Rights Act (“CPRA”), please see our CCPA Privacy Notice.

 

Our Tax Planning and Investment and Approach

Our tax planning advisors help clients build and preserve after-tax wealth by focusing on strategies designed to reduce taxes over time—not just in a single year. We take a long-term view, aiming to minimize your cumulative tax burden across your lifetime.
Working closely with our portfolio advisors, we design investment strategies that align your plan with your goals and address how markets respond to short-term events. By thoughtfully integrating tax-efficient strategies into every investment decision, we make tax planning a consistent part of your broader financial plan, supporting your wealth, legacy, and philanthropic objectives for years to come.

Connect with a Tax Planning Advisor
Why Investors May Use Direct Indexing
  • Greater customization, helping align investments with your preferences, values, and goals
  • Potential for improved tax efficiency through ongoing tax-loss harvesting and capital-gains management
  • Greater visibility into holdings, with insight into individual stock weights, cost basis, and unrealized gains or losses
How Direct Indexing Can Support Wealth Management

Direct indexing can allow for more precise tax management, including the ability to:

  • Manage your income tax bracket through recurring capital gains planning
  • Offset or reduce the impact of a large future capital gain
  • Add customized screens and tilts for greater portfolio personalization
  • Diversify out of concentrated positions or large embedded gains in a tax-efficient manner

Other Tax Strategy Services Our Fiduciaries Offer

  • Tax-Efficient Distribution Planning to Optimize Retirement Income

  • Tax Preparation and Compliance for Accurate Reporting

  • Asset Location Strategies to Maximize Investment Efficiency

  • Inherited Asset Planning to Minimize Tax Impact for Beneficiaries

Book a Strategy Session
 
 

Why Choose Focus
Partners Wealth?

  • High-Net-Worth Strategies: We specialize in tailored, exclusive strategies for affluent individuals and families.

  • Boutique Service Backed by Institutional Strength: Enjoy the personalized attention of a boutique firm with the expertise and resources of a large institution.
  • Fiduciary Commitment: As fiduciary advisors, we put your interests first in every recommendation.

  • Recognized Private Wealth Management Leader: We believe our integrated approach positions us among the best private wealth management firms in the industry.

Ready to elevate your financial future?

Schedule your personalized consultation with one of our wealth advisors today.
Let’s design a wealth management experience that reflects your ambitions—and the legacy you’re building.

Recognized by

Focus Partners Wealth has been named on Financial Advisor Magazine’s America’s Top RIAs list 2025

We are pleased to announce Focus Partners Wealth has been named as the top fastest growing RIA firm in the country by FA Magazine.

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Financial Advisor’s 2025 RIA Survey and Ranking: The annual list of 2025 Top 50 Fastest-Growing Firms, 2025 RIA Ranking, and 2025 RIA Discretionary & Non-Discretionary AUM Ranking was released on July 11, 2025, for data as of December 31, 2024. No compensation was paid for consideration of this award. The award criteria and methodology are available to view at this link.

20 Focus Partners Wealth Advisors Named on Forbes 2025 Best-In-State Wealth Advisors List

We are excited to announce the following Focus Partners Wealth associates were recognized on the 2025 rankings.

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20 Advisors on Forbes 2025 Best-In-State Wealth Advisors and 1 Advisor on Forbes 2025 America’s Top Wealth Advisors. Awards were received on April 8, 2025 for data as of June 30, 2024. No compensation was paid for consideration of this award. The award criteria and methodology are available to view at this link.
Financial Advisor’s 2025 RIA Survey and Ranking: The annual list of 2025 Top 50 Fastest-Growing Firms, 2025 RIA Ranking, and 2025 RIA Discretionary & Non-Discretionary AUM Ranking was released on July 11, 2025, for data as of December 31, 2024. No compensation was paid for consideration of this award. The award criteria and methodology are available to view at this link.
20 Advisors on Forbes 2025 Best-In-State Wealth Advisors and 1 Advisor on Forbes 2025 America’s Top Wealth Advisors. Awards were received on April 8, 2025 for data as of June 30, 2024. No compensation was paid for consideration of this award. The award criteria and methodology are available to view at this link.

Disclosures:
This reflects the opinions of Focus Partners, may contain forward-looking statements, and presents information that may change. Nothing contained herein may be relied upon as a guarantee, promise, assurance, or representation as to the future. Investing involves risk, including, but not limited to, loss of principal. Services described may not be suitable for all clients.

Services are offered through Focus Partners Wealth, LLC (“Focus Partners”), an SEC registered investment adviser with offices throughout the country. Registration with the SEC does not imply a certain level of skill or training and does not imply that the SEC has endorsed or approved the qualifications of Focus Partners or its representatives. Prior to January 2025, Focus Partners was named The Colony Group, LLC. Focus Partners has been part of the Focus Financial Partners partnership since 2011.

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. 

If you are a California resident, California law provides you with additional rights. To learn more about your California privacy rights under the California Consumer Privacy Act (“CCPA”) as amended by the California Privacy Rights Act (“CPRA”), please see our CCPA Privacy Notice.

 

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