Wealth Planning

Investments & Planning Process

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Get to Know Us

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.

 Let's Chat

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

Santa Rosa

3550 Round Barn Blvd
Suite 212
Santa Rosa, CA 95403

Sunset casting a warm glow on trees and foliage in Santa Rosa parks

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 the heart of California’s wine country, 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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Dig even deeper.

What’s it like to become a Focus Partners client? Download our "Experience Is Everything" brochure to learn more.

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Enjoy some of our latest resources

  • July 22, 2026

    Quarterly Outlook: The Fed Turns Hawkish as Growth Cools

    What should investors keep in mind as growth cools and the Fed takes a more hawkish tone? Our latest Quarterly Outlook looks at the key trends shaping the second half of the year, including resilient consumer spending, signs of cooling in the labor market, inflation pressures, and ongoing geopolitical uncertainty.

    Read the article

  • July 20, 2026

    Charitable Bequests: Practical Advice for Tax-Efficient Giving

    Discover how charitable bequests may maximize your philanthropic impact while minimizing taxes. Learn strategies for tax-efficient giving.

    Read the article

  • July 06, 2026

    How To Defend Your Finances: Top 10 Identity Theft Prevention Tips

    Protect your financial identity from fraud. Learn 10 practical ways to help secure accounts, monitor activity, and understand how we keep your data secure.

    Read the article