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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.

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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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St. Louis

Charles Laverty, Jr.

Director, Business Owner Services

190 Carondelet Plaza, Suite 600
St. Louis, MO 63105

Charles Laverty, Jr.

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Charles Laverty, Jr.

About Charles

As Focus’s Director of Business Owner Services, Charles “Chuck” Laverty works in tandem with the firm’s advisory teams to help business owner clients understand and enhance the value of their businesses. He also consults with clients to help them design a plan for properly transitioning from their business, based on their specific financial life goals and when the time is right.

Chuck gains great satisfaction from building lasting relationships while assisting business owners and their families in navigating what’s often a constantly changing and evolving financial landscape.

Chuck came to Focus in 2021 from a CPA firm near Pittsburgh, Pennsylvania, where he spent 15 years and most recently served as the partner in charge of the firm’s business valuation and litigation support services department. He began his career as a business appraiser.

An avid sports fan, Chuck lives in northeast Ohio with his wife and two young sons (and the family cat). Outside of work, he enjoys golf and travel with friends and family.

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