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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In the News

In the News


CATEGORY:

Press

October 07, 2025

Press

Focus Partners Wealth Has Been Named on the Largest Wealth Management Firms in Silicon Valley list

We are pleased to announce Focus Partners Wealth has been ranked as the fifth largest wealth management firm in the region by the Silicon Valley Business Journal.

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October 01, 2025

Press

Focus Partners Wealth Named as an InvestmentNews’ 5-Star RIA Firm

We are honored to announce that Focus Partners Wealth has been ranked as a 5-Star RIA Firm by InvestmentNews. This recognition reflects the strength of our team, the trust of our clients, and our commitment to delivering excellence in wealth management, affirming the work we do every day.

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October 01, 2025

Press

Focus Partners Wealth Ranked Third Largest Wealth Management Firm in Greater Washington, D.C. Area

We are pleased to share the Washington Business Journal has named Focus Partners Wealth the third largest wealth management firm in Greater Washington, D.C. The 34 winners are ranked by metro-area financial planners, based on information provided by the companies. Ties are broken by revenue amount.

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September 29, 2025

Press

Focus Partners Wealth Named a 2025 Best Places to Work on Long Island Winner

We are pleased to announce Focus Partners Wealth has been recognized by Long Island Business News as a 2025 Best Places to Work on Long Island recipient.

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September 25, 2025

Press

Focus Partners Wealth Named To Denver Business Journal's 2025 Colorado-Based Investment Managers List

We are pleased to announce that Focus Partners Wealth has been ranked #8 on Denver Business Journal's 2025 Colorado-Based Investment Managers list.

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September 17, 2025

Press

Boston Business Journal Ranks Focus Partners Wealth Among Largest Independent Investment Advisers in Massachusetts

We are proud to share that Focus Partners Wealth has been ranked the second-largest independent investment adviser in Massachusetts by the Boston Business Journal.

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September 15, 2025

Press

Barron’s Has Named Focus Partners Wealth to Their 2025 Top 100 RIA Firms’ Mega List

We are pleased to share that Focus Partners Wealth has secured the ninth spot on Barron’s 2025 Top 100 RIA Firms’ inaugural Mega ranking. To be considered, firms must manage 2% or more of the total assets of all ranking applicants, creating a threshold of $70 billion in assets.

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September 12, 2025

Press

Max Haspel Honored by Long Island Business News with Lifetime Achievement Award

We are pleased to announce President, Business Owner Services & Senior Wealth Advisor Max Haspel has received a Lifetime Achievement award from Long Island Business News.

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July 30, 2025

Press

Debra Brede Named on Barron’s 2025 Top 100 Women Financial Advisors List

We are excited to announce that Senior Wealth Advisor Debra Brede has once again been ranked on Barron’s 2025 Top 100 Women Financial Advisors list.

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July 16, 2025

Press

Focus Partners Wealth has been named on Financial Advisor Magazine’s America’s Top RIAs list 2025

We are pleased to announce Focus Partners Wealth has been named as the top fastest growing RIA firm in the country by FA Magazine. This list is comprised of the top 50 firms with more than $500 million in assets under management (AUM) as of December 31, 2024.

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