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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Rhode Island

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

Rhode Island

24 Albion Rd
Suite 440
Lincoln, RI 02865

Rhode Island Costal City

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 in scenic Lincoln, we are your Rhode Island 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. 

Rhode Island Costal City

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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

  • December 11, 2025

    Monthly Investment Commentary: December 2025

    Markets fared better than sentiment suggested this year, and 2026 could be even noisier. Yet strong earnings, tax benefits for consumers, and AI-related productivity gains could help position the economy for continued resilience.

    Read the article

  • December 02, 2025

    Two-Minute Market Focus

    While the broader S&P 500 experienced an average drawdown in November, underlying sector movement was much more meaningful. In this episode, Focus Partners’ Todd Jones discusses what we can infer from this dynamic. He also shares updates on recent market performance and recession indicators.

    Listen to the podcast

  • December 02, 2025

    What AI Spending Could Mean for Investors

    Artificial intelligence (AI) is growing at a remarkable pace, creating new possibilities as well as important considerations for investors. In this video, Focus Partners’ Kevin Grogan explores how AI business models are evolving and what these changes could mean for the investing landscape ahead.

    Watch the video