Wealth Planning

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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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Colorado Springs

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

Colorado Springs

Regus - 1755 Telstar Dr
Suite 300
Colorado Springs, CO 80920

Colorado Springs mountains with distinct red rocks in the foreground

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. We’ve just opened some new digs in beautiful Colorado Springs and are proud to be your neighbor and financial partner who is 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.

Colorado Springs mountains with distinct red rocks in the foreground

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

  • November 24, 2025

    Should You Prioritize Charitable Giving in 2025 or Wait Until 2026?

    Time is running out to make charitable contributions for 2025. With year-end approaching, now is the time to think about whether it makes sense to contribute in 2025 or wait until 2026. The new One Big Beautiful Bill Act (OBBA) passed in July 2025 introduces several important changes that will impact charitable deductions starting next year. These rules may influence the timing and structure of your giving.

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  • November 17, 2025

    Monthly Investment Commentary: November 2025

    With third-quarter earnings beating expectations, should investors be concerned about headlines warning that valuations are high? We take a closer look at whether valuations are stretched—and the ways they could adjust.

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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.

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