Equity Compensation Planning for Complex Wealth

Equity compensation can be a powerful wealth driver when managed strategically. Our advisors help you navigate stock options, RSUs, tax timing, and long-term integration into your broader financial plan. Start a conversation to build a coordinated strategy around your equity.

Advising clients nationwide on complex tax and wealth decisions.

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.

 

What To Expect

A Thoughtful Process, Built Around Your Equity

  1. A Focused Conversation

    We begin with a conversation about your goals, timeline, and the investments.  No assumptions. No generic solutions.

  2. Strategic Evaluation

    Our team evaluates timing, structure, diversification options, and tax considerations within the context of your broader wealth plan.

  3. A Coordinated Plan

    You receive a clear, integrated strategy aligned to your long-term objectives, liquidity needs, and legacy priorities.

  4. Ongoing Partnership

    Goals change. Tax laws evolve. Life moves. We stay aligned with you to adapt your strategy over time.
 
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Our Core Wealth Management Services

  • Tax Strategy

    We implement tax-efficient strategies designed around your wealth to support long-term outcomes.

  • Investment Management

    We seek to maximize the assets you have worked so hard to attain with an investing strategy custom-built to fit your needs.

  • Net Worth Development

    We take an expansive approach to financial planning by focusing on the drivers that contribute most to your financial well-being.

  • Retirement Planning

    We help build a plan around the retirement you envision by skillfully coordinating your financial resources to support your desired lifestyle.

  • Legacy Planning

    With our holistic approach that goes beyond finances, we aim to protect your family and your wealth while working to ensure your assets can support your lifestyle and aspirations.

  • Insurance Planning

    With our holistic approach that goes beyond finances, we aim to protect your family and your wealth while working to ensure your assets can support your lifestyle and aspirations.

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 meet with a financial advisor?

Book your financial planning strategy session for a time that works for you. 

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.

©2025 Focus Partners Wealth. All rights reserved.