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
-
January 12, 2026
The Risks of Concentrated Stock
One of the most overlooked portfolio risks tied to career success is concentrated stock from equity awards.
Watch the video -
January 12, 2026
How to Hire a Financial Advisor
While most people need a good financial planner at some point in their lives, few know how to find an advisor they can trust.
Read the article -
January 05, 2026
Two-Minute Market Focus
Markets closed 2025 with momentum—but what could 2026 bring? In this episode, Focus Partners’ Todd Jones discusses what U.S. equity mutual fund flows could suggest for equity returns. He also shares how the uptick in bank lending could impact recession risks.
Listen to the podcast