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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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Practice-Integrated Wealth Management

Practice-Integrated Wealth Management

Combining personal financial management with the unique needs of running a dental practice requires strategies to optimize practice revenue, manage cash flow, plan for retirement, and address tax, insurance, and investment needs. Learn how our Practice Integrated Wealth Management team can support you.

Our Approach

We’ve built a practice integration advisory team to work specifically with you. Gaining a deep understanding of your practice, your professional aspirations and your current financial situation, then designing an all-encompassing wealth management plan to reflect those. From implementing a tailored cash-flow strategy and strategically approaching equipment costs to developing a custom-designed retirement plan and business continuity plan for your practice, we take pride in offering a dynamic integrated service. And we’ll partner with the other key professionals in your world (bankers, attorneys, insurance agents, among others), to provide a more holistic view and coordinated approach.

What you may be thinking:

  • What is the right amount of cash flow to transfer from my practice to my personal life?
  • How can I optimize the profitability of my practice?
  • How can I put a plan in place to effectively transition my practice?
  • How can I be more strategic about how I purchase or lease the equipment my practice needs?

How Focus Partners Helps

Specialized Advisors

Meet some of our best minds in Practice-Integrated Wealth Management:

Related Articles

See our latest thoughts and insights on Practice-Integrated Wealth Management.

  • November 03, 2025

    Auto-Enrollment and Auto-Escalation: What Practice Owners May Consider Before Implementing a 401(k)

    Is your practice compliant with the SECURE 2.0 Act’s auto-enrollment and auto-escalation rules?

    Read the article

  • October 01, 2025

    The One Big Beautiful Bill: Planning Opportunities for Clinicians and Practice Owners

    Three provisions in the One Big Beautiful Bill Act could impact tax planning for practitioners.

    Read the article

  • September 02, 2025

    The Importance of Tax Planning for Practice Owners

    For practice owners, a proactive tax plan can help protect your hard work, business, and financial future.

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