Charleston, WV
Discover personalized wealth management with Focus Partners Wealth, your Charleston financial advisor. Focus Partners Wealth offers trusted local expertise. Let's plan your future.
Charleston, WV
101 Washington St E
Suite 120
Charleston, WV 25301
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. You can find us where the Elk River meets the Kanawha and just minutes from the West Virginia Capitol Building--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.
-
Your Charleston, WV Team
-
Cindy McGhee
CPA, PFS
Senior Wealth Advisor
-
Christopher Erlewine
CFP®, CRPC®, TPCP®
Senior Wealth Advisor
-
Chris Willits
CWS
Wealth Advisor
-
Evan Shamblin
CPA, CFP®
Wealth Advisor
-
Greg Smith
Associate Wealth Advisor
-
Jerry Slone
Portfolio Trader
-
Neil DeRuiter
Client Service Specialist
-
Jeff Glozer
Regional Vice President
Dig even deeper.
What’s it like to become a Focus client? Download our brochure to learn more.
Enjoy some of our latest resources
-
March 03, 2026
What the Iran Conflict Means for Investors
Geopolitical tensions are rising. Here is how markets are reacting and what history says about long-term outcomes.
Read the article -
March 02, 2026
Geopolitical Conflict and Markets | A Brief History Lesson
How do markets respond to geopolitical conflict? A historical look at market reactions to global crises, volatility, and long-term investment outcomes.
Read the article -
March 02, 2026
How To Maximize the Benefits of Your Health Savings Account (HSA)
Learn how investors can maximize the benefits of an HSA through maximizing contributions, investing, and tax-efficient withdrawal planning.
Read the article