Albany
Discover personalized wealth management with Focus Partners Wealth, your Albany financial advisor. Focus Partners Wealth offers trusted local expertise. Let's plan your future.
Albany
Atrium Dr 3
Albany, NY 12205
Focus Partners Wealth is your locally based investment advisor - but we’re also so much more. Our advisors provide financial planning that revolves around your personal values, goals, motivations, and priorities. Located in the heart of New York’s Capital District and minutes from the banks of the Hudson, we are your neighbor and financial partner passionate about helping you with every aspect of your financial life.
Focus Partners Wealth is a trusted registered investment advisor offering personalized wealth management and financial planning services. We help our clients take control of their financial future through innovative solutions and a strategic, comprehensive approach to financial planning. Our dedicated local team provides advice tailored to your financial goals and is backed by the extensive capabilities and resources of our nationwide network. We aim to be a cornerstone for financial stability in the neighborhoods we serve, committed to helping our clients thrive.
Let our wealth advisors find ways to create new possibilities for you. Take the first step and connect with an advisor today.
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Your Albany Team
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Barnaby Bullard
CFP®
Senior Wealth Advisor
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Kollin Allard
CFP®, CRPC®, SE-AWMA℠
Senior Wealth Advisor
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Edward McCarthy
MBA
Senior Wealth Advisor
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Christine Suozzi
CFP®
Senior Wealth Advisor
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Toby Potterton
CRPC®
Senior Wealth Advisor
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Robert Palmer
CFP®, RICP
Senior Wealth Advisor
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Thomas McGrath
CFP®
Wealth Advisor
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Greg Britton
CRPC®, ChFC®, CLU®, CASL®
Managing Director, Advisory Leadership Team
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Mark Pelersi
Associate Wealth Advisor
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Rachel Soka
Associate Wealth Advisor
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Jade Quevedo
Client Service Associate
Enjoy some of our latest resources
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November 10, 2025
Save More on Taxes: Planning Strategies to Review Before Year-End
Tax planning shouldn’t be a task to push off until April. Many of the most effective tax strategies need to be implemented before the year-end deadline. Discover key tax planning steps you can take now to stay ahead and keep more of your income.
Read the article -
November 04, 2025
Quarterly Perspectives: Wrapping Up Investment Trends in 2025
Watch the replay of our Quarterly Perspectives webinar featuring our senior investment strategists who unpacked the latest market trends. They covered what the latest investment headlines and performance trends could mean for your portfolio in the last stretch of 2025.
Watch the video -
November 04, 2025
How Technology Is Shaping Investor Behavior
Investor behavior has shifted dramatically over the last 10–20 years—and it’s reshaping how markets work and investors’ returns. In this video, Focus Partners’ Kevin Grogan explores what’s driving these changes, the role technology plays, and how investors can stay disciplined and make smarter decisions in today’s fast-paced environment.
Watch the video