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

  • 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.

  • 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.

  • Retirement & Lifestyle Planning

    We provide comprehensive retirement planning and insurance planning services to help safeguard your lifestyle and financial independence at every life stage.

  • 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.

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.

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.