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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Palo Alto - 2409 Park Blvd

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

Palo Alto - 2409 Park Blvd

2409 Park Blvd
Unit C-102
Palo Alto, CA 94306

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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. In the heart of Silicon Valley, 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. 

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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

  • March 30, 2026

    Bear Market vs. Bull Market: What Retirees Need to Know

    Learn the difference between bear markets and bull markets and how retirees can respond. Discover how to protect retirement income and long-term wealth.

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  • March 18, 2026

    Monthly Investment Commentary: March 2026 - What the Iran Conflict Means for Investors

    The U.S. strikes on Iranian targets mark a significant military escalation and raise the risk of a broader regional conflict, adding to an already strained geopolitical backdrop shaped by strategic competition, energy security concerns, and recurring instability.

    Read the article

  • March 16, 2026

    How to Save for Your Baby’s Future: Financial Planning for New Parents

    Saving for your baby’s future starts early. Learn how to plan expenses, update insurance, use tax benefits, and build long-term savings.

    Read the article