Wealth Management Services Designed for Your Life and Legacy
At Focus Partners Wealth, our wealth advisory services go beyond investing. As a premier wealth advisor firm, we craft personalized wealth management planning that aligns with your goals, lifestyle, and legacy.
Connect today for a tailored consultation focused on your long-term success by filling out the form or calendar request.
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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.
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 Core Wealth Management Services
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Wealth Management & Investment Planning
We deliver bespoke wealth management designed to preserve and grow your wealth over decades. Our investment strategies are research-backed, tax-efficient, and shaped to be flexible enough to address your unique financial landscape.
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Tax & Estate Strategy
Our private wealth management services include strategic tax planning and legacy planning, seeking to ensure your wealth is protected, preserved, and seamlessly transferred to future generations.
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Retirement & Lifestyle Planning
We provide comprehensive retirement planning and insurance planning services to help safeguard your lifestyle and financial independence at every life stage.
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Holistic Net Worth Development
By combining financial, philanthropic, and risk-management strategies, our wealth advisory services help you structure your total wealth, across all assets and ambitions, for long-term resilience.
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.
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.