Wealth Planning

Investments & Planning Process

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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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Charlotte

Discover personalized wealth management with Focus Partners Wealth, your Charlotte financial advisor. Focus Partners Wealth offers trusted local expertise. Let's plan your future.

Charlotte

3545 Whitehall Park Dr
Suite 180
Charlotte, NC 28273

Skyrise buildings dominating the Charlotte city center

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 minutes from all the action in bustling Uptown Charlotte, 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.

Skyrise buildings dominating the Charlotte city center

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What’s it like to become a Focus client? Download our brochure to learn more.

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Enjoy some of our latest resources

  • May 01, 2026

    Quarterly Focus Perspectives Webinar: What’s Moving Markets Now

    In a rapidly shifting market landscape, staying informed can be a strong advantage. Join us for an in-depth webinar exploring the forces shaping portfolios in 2026 to: In a rapidly shifting market landscape, staying informed can be a strong advantage. This in-depth webinar explores the forces shaping portfolios in 2026.

    Watch the video

  • April 30, 2026

    Solo Seniors: How to Create a Strong and Reliable Support System

    In this session, Joan Garbow, Aging Life Care Director, explores how individuals aging without a built-in support system can remain independent, protected, and in control through proactive planning. The presentation reframes aging support as something that can be intentionally designed, rather than assumed, long before a crisis occurs.

    Watch the video

  • April 28, 2026

    Estate Planning 101

    In this session, the Focus Trust and Estate Solutions team shares why estate planning matters, key components of an estate plan, and when to consider a trust.

    Watch the video