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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Southlake

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

Southlake

1900 W Kirkwood Blvd
Suite 2500C
Southlake, TX 76092

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 near the heart of the Dallas/Fort Worth area, 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

  • February 02, 2026

    5 Reasons to Choose an Independent Trustee Over a Family Member

    Why choosing an independent corporate trustee instead of a family member can help protect your estate and preserve personal relationships.

    Read the article

  • January 26, 2026

    2026 Social Security Changes: Tax and Benefit Strategies for High-Net-Worth Individuals

    Explore how 2026 Social Security changes affect high-net-worth individuals and learn tax and benefit strategies to maximize lifetime income.

    Read the article

  • January 21, 2026

    Quarterly Outlook: Economic Growth Remains Strong Despite Slowing Job Market

    Even though unemployment rose in the third quarter of 2025, the U.S. economy showed strong momentum due to robust consumer spending. Our Quarterly Outlook explores the risks, sources of stability, and key areas to watch as we enter into 2026.

    Read the article