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.

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Client Portal Logins

Choose the login that's right for you.

Clients can access their accounts through the Focus Client Portal using the button below. If you're looking for a legacy firm portal, you'll find all available login options further down this page.

Access Our New Client Portal

Focus Partners Wealth
Legacy Firm Client Logins

Choose from the list below to access the client login link specific to your office and/or advisor.

• Your Investments
• Your Planning

• Wealth Portal
• Investment Portal

• Schwab
• Fidelity
• Pershing
• Investment Portal
• Document Vault

• Quarterly Reports
• Overall Balance Sheet

• Legacy Client Portal
• NEW Wealth Management Portal

• Client Account Portal
• Charles Schwab Portal
• Wealth Dashboard Portal

• Client Portal

• Black Diamond

• Orion
• Focus Partners Client Portal

• Client Portal

• Client Portal

• Fidelity Brokerage Services, LLC
• Sharefile
• Orion Analytics

• eMoney
• Fidelity
• InvestorForce
• Schwab Alliance
• Family Office
• Client Reports

• Client Portal
• Davis Seiley Wealth Management, Inc.

• Client Portal
• Fidelity

• eMoney Plan
• Sharefile

• Pershing
• Charles Schwab
• Fidelity
• Nav
• InvestNext

• Client Portal
• Charles Schwab
• Fidelity

• TCG Client Access

• Client Reports
• eMoney
• Pershing NetXInvestor
• Fidelity
• Schwab

• Asset Management Portal

• Client Portal
• Schwab

• eMoney
• Client Portal
• ShareFile

• Addepar Client Login

Client Portal

 

Account Access

• Colony 360 Financial Planning Portal
• Investments and Document Delivery

• Wealth Management Portal
• Charles Schwab

• Client Portal
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