Wealth Planning

Investments & Planning Process

Additional Solutions

Get to Know Us

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.

 Let's Chat

New Castle

Corey Altman

CFP®, CPA, CGMA, PFS

Senior Wealth Advisor

2599 Wilmington Rd
New Castle, PA 16105

Corey Altman

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.

Corey Altman

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional
  • CPA – Certified Public Accountant
  • CGMA – Chartered Global Management Accountant™
  • PFS – Personal Financial Specialist

About Corey

Corey serves clients by implementing evidence-based investment strategies and holistic financial plans that can help them attain their future goals. He thrives on results. Having witnessed the real change that making strategic financial decisions can bring to his clients’ lives, he has a passion for educating investors about the benefits of responsible and researched wealth management plans.
For Corey, the learning never stops; he embraces every opportunity to explore different viewpoints on finances and wealth with his diverse range of clients and colleagues.

Corey and his wife, Emily, have one daughter, Mollie.

Education and Professional Milestones

  • Westminster College - Bachelor of Science in Accounting
  • Was an advisor with Arnett Carbis Toothman Wealth Advisors in New Castle, Pennsylvania
Contact Us