Wealth Planning

Investments & Planning Process

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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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Financial Advisors in Charlotte, NC

3545 Whitehall Park Dr
Suite 180
Charlotte, NC 28273

Skyline image of buildings in the Charlotte city center

Focus Partners Wealth is your locally based investment advisor in Charlotte, NC - 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 in Charlotte NC. 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.

Skyline image of buildings in the Charlotte city center

Dig even deeper.

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

  • August 04, 2026

    Quarterly Perspectives: What the Markets Are Telling Us

    Hear from our planning team as they share their perspective on today's markets—and what it could mean for your long-term financial strategy.

    Watch the video

  • August 04, 2026

    Optimizing Equity Compensation: Stock Options, RSUs & Taxes

    For tech professionals working at private companies or newly public companies, an IPO or other liquidity event can create significant financial opportunities—but it can also introduce complex decisions around taxes, equity compensation, investing, and wealth planning.

    Watch the video

  • August 03, 2026

    How to Prioritize Your Retirement Savings Accounts

    Learn how to prioritize retirement savings accounts with a tax-efficient hierarchy designed for high-income professionals and families.

    Read the article