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. 

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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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New Castle

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

New Castle

2599 Wilmington Rd
New Castle, PA 16105

Boat dock on River Tyne, framed by lush trees along the water's edge

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 near the shores of the Shenango River, 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.

Boat dock on River Tyne, framed by lush trees along the water's edge

A message from

Corey Altman

Senior Wealth Advisor

When it comes to investing, we help clients focus on the things they can control – minimizing costs, diversifying broadly and considering tax efficiency – and ignoring the things investors can’t, like the general movement of the markets.

Wealth Advisor Corey Altman collaborates with Focus’s specialists across the country to ensure the strategies we employ address the many intricacies of clients’ financial lives.

Dig even deeper.

What’s it like to become a Focus Partners client? Download our brochure to learn more.

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Enjoy some of our latest resources

  • January 05, 2026

    Health Care: The Hidden Retirement Cost You Can’t Afford to Ignore

    Health care costs in retirement can be significant, with many U.S. retirees facing lifetime medical expenses that can reach well into the tens or even hundreds of thousands of dollars. This article shares proactive steps you can take to integrate health care planning into your retirement strategy.

    Read the article

  • December 22, 2025

    6 Money Lessons for Raising Financially Responsible Children

    Helping children build financial literacy early sets the stage for lifelong money confidence. This article shares six practical lessons to help parents guide their kids in understanding the value of money and developing smart financial habits.

    Read the article

  • December 15, 2025

    Using QCDs to Unlock the New Senior Tax Deduction

    The One Big Beautiful Bill Act (OBBBA) has brought about many new tax planning opportunities and challenges. With the arrival of a new temporary senior deduction, taxpayers age 65 and older should start discussing ways to manage their modified adjusted gross income (MAGI) with their tax preparer now.

    Read the article