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Our Lifestyle Services team embodies our mission by finding bespoke, highly qualified partners to be a resource for you every step of the way.

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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.

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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.

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January 23, 2024

Lifestyle Services Presents: The Art of Aging Gracefully

Lifestyle Services and O’Connor Professional Group, discuss nurturing your mind and body so you can embrace the aging journey.


We explore a holistic approach to aging well and enhancing your quality of life as we discuss proper nutrition and diet, concerns about over-the-counter medications, and the importance of exercise and social connections. Don’t miss this opportunity to develop a more informed perspective on your health and well-being and create a future filled with health, happiness, and fulfillment.

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.
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