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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Portland - SW 5th Ave | Suite 1200

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

Portland - SW 5th Ave | Suite 1200

1211 SW 5th Ave
Suite 1200
Portland, OR 97204

Hawthorne Bridge leading into downtown Portland under a picturesque sunset

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 located minutes from the shores of the Willamette, 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. 

Hawthorne Bridge leading into downtown Portland under a picturesque sunset

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

  • 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.

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  • April 21, 2026

    Geopolitical Tensions Take Center Stage, Clouding Future Growth Outlook

    Our Quarterly Outlook explores the risks, sources of stability, and key areas to watch as we enter into the second quarter of 2026.

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  • April 13, 2026

    What Is Capital Gains Tax? 2026 Rates Explained

    Did you know that capital gains tax can significantly impact your after-tax returns? In this guide, we break down 2026 short-term and long-term capital gains tax rates and what high-net-worth investors should understand before selling appreciated assets.

    Read the article