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

September 26, 2024

Lifestyle Services Presents: Aging in Place: What You Need to Know Webinar Recording

Lifestyle Services and O’Connor Professional Group hosted an insightful webinar on what you needed to know to successfully age in place.

They explored the essential proactive steps and considerations to help you prepare your home and yourself for the future, identified the key professionals who could assist you, provided strategies for “right-sizing” your living space, and discussed important factors such as companion care and maintaining connections to family and friends. Watch now to learn how to navigate your aging journey and maximize your physical and mental well-being, so you can continue to live your best life with confidence and independence.

Content Topics

Contact Us