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

Our Resources

Our clients enjoy access to a wealth of our continuously updated insights and educational resources. As a trusted, go-to voice in the industry, we also publish some of our findings and perspectives for everyone’s benefit. From articles to podcasts to videos, see our latest below.

  • Charitable Giving

    September 23, 2024

    How to Align Your Charitable Giving With Your Values

    Deciding whom to give to, when and how much is challenging until you have aligned your giving plan with your values. Wealth Advisor Tad Gray shares steps you can take to prepare your gifting intentions.

    Read the article

  • Charitable Giving

    March 13, 2024

    Empowering Your Giving Strategy: How to Support Global and Basic Need Challenges

    There are no shortages of crises in the world, and determining how you can make a difference can often feel overwhelming.

    Watch the video

  • Charitable Giving

    November 20, 2023

    4 Charitable Giving Strategies to Maximize Your Impact

    Now is an excellent time to revisit your charitable giving plan and review the tools you want to employ in 2024. Explore your options with these four tax-efficient strategies to channel your generosity in the most impactful and meaningful ways.

    Read the article

  • For Parents

    March 23, 2023

    Legacy Series: Thoughts On Philanthropy

    At the Colony Group, our mission is to deliver peace of mind to our clients and to empower their visions of tomorrow. A component of how we achieve our mission is through our Net Positive Pledge, a commitment to being a net positive company, giving more to the world than we take. The underlying trust you place in our firm is founded on our aligned interests and pursuit of excellence in everything that we do. When it comes to advising on your philanthropic vision, we view this as one of the cornerstones of your legacy.

    Read the article

  • Lifestyle Services

    March 14, 2023

    Legacy Series: Thoughts On Philanthropy

    At Focus Partners, our mission is to deliver peace of mind to our clients and to empower their visions of tomorrow.

    Read the article

Stay Connected With
Focus Partners Wealth

Want more resources like this? Click here to receive financial insights, articles, videos and webinar invitations.

Sign Up For Email
Contact Us