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

October 13, 2023

2023 Lifestyle Services Live Well and Thrive Webinar: Bucket List Living™ – Summer Travel Destinations to Plan Ahead

Lifestyle Services travel provider Truvay Travel discuss the most in-demand travel destinations that you’ll want to start planning now.

Hear about current trends in the travel industry and learn tips and tricks for planning your next vacation that will save you time, money and help you get the destination, experience, and hotel choices at the top of your list. Watch now!

Content Topics

About the Author

Brad Levin

Senior Wealth Advisor

Brad Levin is a Managing Director and Senior Wealth Advisor at Focus Partners. He brings nearly 30 years of experience as a financial advisor and many years as a business owner prior to joining the firm. He works closely with partners in our Family Office and Business Management groups to serve the needs of successful entrepreneurs, executives, entertainers, and their families.
Contact Us