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.
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Your Southlake Team
Enjoy some of our latest resources
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May 11, 2026
LGBTQ+ Financial Planning: Key Challenges and Opportunities
Learn how LGBTQ+ financial planning addresses family-building expenses, same-sex marriage tax benefits, estate planning, and wealth strategy.
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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.
Read the article -
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.
Read the article