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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Westport

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

Westport

55 Post Rd W
Suite 300
Westport, CT 06880

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 along the Long Island Sound, 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

  • October 28, 2025

    Two-Minute Market Focus

    What does today’s market sentiment suggest about near-term equity performance? In this episode, Focus Partners’ Todd Jones shares what emotions are driving the market. He also explores market performance, the risks in high-yield bonds, and an update on recession indicators.

    Listen to the podcast

  • October 27, 2025

    What to Do With an Inherited IRA: 6 Options to Consider

    Inherited an IRA? Whether you’re planning to leave one to your adult children or have recently inherited one, knowing your options is key. Learn 6 strategies to manage distributions, minimize taxes, and maximize your inheritance.

    Read the article

  • October 21, 2025

    Proactive Planning for Aging and Longevity: Top 10 Considerations

    As lifespans increase, thoughtful planning is more important than ever. In this Focus Partners Wealth Lifestyle Services webinar, Aging Life Care Director Joan Garbow highlights the top 10 considerations for aging well and maintaining a healthy, empowered lifestyle in your elder years.

    Watch the video