Wealth Planning

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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

  • March 24, 2026

    Global Equities Take the Lead: A New Shift in Market Performance

    International stocks have recently begun to outperform U.S. stocks. What is driving this shift?

    Watch the video

  • March 18, 2026

    Monthly Investment Commentary: March 2026 - What the Iran Conflict Means for Investors

    The U.S. strikes on Iranian targets mark a significant military escalation and raise the risk of a broader regional conflict, adding to an already strained geopolitical backdrop shaped by strategic competition, energy security concerns, and recurring instability.

    Read the article

  • March 17, 2026

    Two-Minute Market Focus

    Are there any signals coming from high yield or volatility markets that give us concern? In this episode, Focus Partners’ Todd Jones covers this timely topic, the current state of private equity dry powder and how it may relate to public market trading, the recent Cliffwater article featured in The Wall Street Journal, performance trends, and correction/recession indicators.

    Listen to the podcast