Phoenix
Discover personalized wealth management with Focus Partners Wealth, your Phoenix financial advisor. Focus Partners Wealth offers trusted local expertise. Let's plan your future.
Phoenix
2200 E Camelback Rd
Suite 130
Phoenix, AZ 85016
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. Minutes from downtown Phoenix, 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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Your Phoenix Team
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Stephen (Steve) Taddie
CBE, CFM
Director, Integrations
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Bob Carnegie
CFP®, CFA®
Senior Wealth Advisor
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Matt Anderson
Senior Wealth Advisor
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Joshua Lawson
Senior Wealth Advisor
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Will Abram
CFP®
Senior Wealth Advisor
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Jacob Biliack
CFP®
Wealth Advisor
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Sheryl Rayner
Wealth Advisor
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Don Richner
CFP®
Regional Vice President
Enjoy some of our latest resources
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June 25, 2026
Understanding Trump Accounts
Jeff Levine, Chief Planning Officer at Focus Partners, breaks down Trump Accounts and what to watch for as regulations continue to take shape.
Watch the video -
June 22, 2026
Education Planning for High-Net-Worth Families in a Changing Student Loan Landscape
Navigate the 2026 student loan changes with confidence. Discover how to optimize education funding, tax strategies, and legacy planning for your family.
Read the article -
June 16, 2026
Designing Your New Life in Retirement
Discover how to turn retirement into your most meaningful chapter yet.
Watch the video