Wealth Planning

Investments & Planning Process

Additional Solutions

Get to Know Us

About Focus Partners

Education & Insights

Our clients enjoy access to a wealth of our continuously updated insights and educational resources. 

Events

As passionate communicators and educators, we offer a variety of programs for our clients and community.

Curated Providers

Our Lifestyle Services team embodies our mission by finding bespoke, highly qualified partners to be a resource for you every step of the way.

Institutional Services

The impact you make now, and in the future, depends on partnering with a team prepared to help you fulfill your higher mission. Focus Partners Institutional provides high-value solutions from a client-centered team dedicated to fiduciary excellence. Our goal is to be your trusted partner, serving all of your institutional investment needs now, and in the years ahead.

Retirement Plan for Businesses

Retirement plans are an important part of your business. Finding the right fiduciary partner is critical to your success. You've come to the right place, because our team is passionate about our work and fully focused on retirement plans so you can focus more on everything else.

 Let's Chat

Disclosures

Disclosures

Form CRS

Form CRS (Client Relationship Summary) is a uniform disclosure document prescribed by the SEC; it is intended to enhance investor protection by providing succinct and relevant information to retail investors, thus enabling comparability between broker-dealers and investment advisers. The Form CRS is intended to inform retail investors about:

  • The types of client and customer relationships and services the firm offers;
  • The fees, costs, conflicts of interest, and required standard of conduct associated with those relationships and services;
  • Whether the firm and its financial professionals currently have reportable legal or disciplinary history; and
  • How to obtain additional information about the firm
  • Encourage a dialogue to ask questions (Conversation Starters).

Please click this link to access our Form CRS.
 

If you have any questions about the Form CRS or would like physical copy of the document, please contact fpwcompliance@focuspartners.com.

Form ADV Part 2A

Form ADV is the uniform form used by investment advisers to register with both the SEC and state securities authorities. Form ADV Part 2A requires investment advisers to prepare narrative brochures that include plain English disclosures of the adviser’s business practices, fees, conflicts of interest, and disciplinary information. The brochure is the primary disclosure document for investment advisers.

Please click this link to access our Form ADV Part 2A.

If you have any questions about the Form ADV or would like physical copy of the document, please contact fpwcompliance@focuspartners.com.

Privacy Policy

Any personal information submitted by you on this Site is maintained in accordance with our Privacy Policy. Please carefully review our Privacy Policy.

Please note if you provide us with a phone number it will not be utilized for any type of marketing outreach via SMS communications. Prior verbal consent is required to receive SMS communications. Message and Data rates may apply. Messaging frequency may vary. You can text STOP to opt out of SMS communications at any time.

If you have any questions about the Privacy Policy or would like physical copy of the document, please contact fpwcompliance@focuspartners.com.

Contact Us