Discover personalized wealth management with Focus Partners Wealth, your Santa Monica financial advisor. Focus Partners Wealth offers trusted local expertise. Let's plan your future.
Financial Advisors in Santa Monica, CA
2120 Colorado Ave
Suite 100
Santa Monica, CA 90404
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. Just minutes from the Pier, 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.
Enjoy some of our latest resources
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August 25, 2026
Two-Minute Market Focus: The Commercial Real Estate Comeback
The office real estate sector continues to recover from a dramatic bear market in 2022 and 2023. In this week’s Two-Minute Market Focus, Todd Jones shares what insights we can take from this occurrence, as well as the third quarter 2026 performance and correction and recession indicators.
Listen to the podcast -
August 25, 2026
Is AI a Bubble?
Is AI a bubble or the next major market shift? In this Focus Perspectives video, Kevin Grogan examines both sides of the debate.
Watch the video -
August 24, 2026
Monthly Investment Commentary: August 2026
In economic terms, a “bubble” occurs when prices for something like stocks or technology go up quickly, often beyond their true value, then ultimately crash (or burst) when investors recognize prices aren’t in line with value and attempt to quickly sell.
Read the article