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

Margaret Welborn

JD

Senior Wealth Advisor

Margaret Welborn

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.

Margaret Welborn

Professional Certifications

  • JD – Juris Doctor
  • Investment Advisory Representative

About Margaret

Margaret (Meg) focuses on tax and estate planning, financial counseling, and investment management. She also participates as a member of the firm’s Her Wealth® program.

Education and Professional Milestones

- University of Connecticut – bachelor’s degree in English literature
- Suffolk University Law School – Juris Doctor
- Has also held roles as a corporate attorney at Charles Schwab in San Francisco and a senior tax associate at PwC (Coopers Lybrand)
- Admitted to practice law in Massachusetts and California
-Investment Advisor Representative (Series 66)
-Investment Committee Member, Gaining Ground Non-Profit Organic Farm

Contact Us