Wealth Planning

Investments & Planning Process

Additional Solutions

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.

 Let's Chat

Greenwich

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

Greenwich

Greenwich Office Park, Building 3
Suite 320
Greenwich, CT 06831

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 are your neighbor right here on Connecticut’s Gold Coast and we are 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.

Enjoy some of our latest resources

  • April 28, 2026

    Estate Planning 101

    Join the Focus Trust and Estate Solutions team to learn more about why estate planning matters, key components of an estate plan, and when to consider a trust.

    Watch the video

  • April 28, 2026

    Two-Minute Market Focus

    Is the bottleneck in the semiconductor sector real? In this episode, Focus Partners’ Todd Jones unpacks this timely topic and shares his thoughts on the SpaceX IPO, performance trends, and correction/recession indicators.

    Listen to the podcast

  • April 27, 2026

    Business Succession Planning Checklist: 9 Steps for a Successful Ownership Transition

    A step-by-step business succession planning checklist to help protect valuation, reduce tax exposure, and align your exit with long-term wealth goals.

    Read the article