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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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

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

  • June 09, 2026

    Two-Minute Market Focus

    New IPO activity is creating an imbalanced supply-and-demand picture in the stock market. Which way will the market trend once SpaceX, OpenAI, and Anthropic become public? In this episode, Focus Partners’ Todd Jones explores how the equity market supply and demand may create imbalance as well as performance trends and correction/recession indicators.

    Listen to the podcast

  • June 08, 2026

    How You May Benefit from Integrated Wealth-Management and Tax-Return Preparation Services

    Discover how integrating wealth management with tax return preparation can optimize your after-tax returns and streamline your financial planning.

    Read the article

  • June 04, 2026

    Making Sense of Your Tax Return

    What can your tax return tell you about your finances? This webinar explores the meaning behind the numbers.

    Watch the video