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.

Let's Chat

Seattle - 5th Ave

Charlie Jones

Associate Wealth Advisor

920 5th Ave, Suite 2720
Seattle, WA 98104

Charlie Jones

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.

Charlie Jones

About Charlie

Charlie joined the Focus Partners Wealth team in 2023, bringing with him three years of public tax accounting experience. His passion is to educate and guide others toward financial peace so they can achieve their goals while still focusing on what they love.

Outside the office, Charlie enjoys spending time at the gym, trying new food, and golfing with his family. Charlie grew up on the Olympic Peninsula. He is an avid Huskies fan and spends his weekends attending Husky athletics. Go Dawgs!

Education and Professional Milestones

-University of Washington - degrees in finance and psychology

-Joined Focus Partners Wealth in 2023

Book an appointment with Charlie

Contact Us