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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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LGBTQ

LGBTQ Financial Planning

Fortunately, marriage equality has greatly reduced the gap between LGBTQ planning and heterosexual financial planning, yet it hasn’t fully eliminated the need for a unique financial approach. Whether you’re single, married or unmarried partners, we relate your needs and are well-versed in the nuances of financial planning for LGBTQ individuals. With Focus Partners Wealth, you can expect empathy and understanding dialogue around your taxes, investments, estate and life insurance.

What you may be thinking:

  • How could marriage impact my finances?
  • How should I be filing my taxes to be as tax-efficient as possible?
  • How can I ensure my investments reflect my social and political views?
  • How can I find other professionals who also specialize and cater to LGBTQ clients?

Our Approach

At Focus Partners Wealth, we always aim to better understand your current financial situation as well as your future goals and endeavors to help design a financial strategy catered to your wants and needs. For members of the LGBTQ community, that’s no different. What is different are the financial roadblocks and variables that accompany single individuals and married or unmarried partners. Things like how to financially plan for adoption or surrogacy, or finding attorneys experienced with LGBTQ trusts and estates. All to create a holistic financial strategy that puts your needs, values and ambitions first.

How Focus Partners Helps

Specialized Advisors

Meet some of our best minds in LGBTQ Financial Planning.

Related Articles

See our latest thoughts and insights on LGBTQ Financial Planning.

  • October 02, 2023

    Five Money Conversations You Need to Have with Your Partner

    Strong communication is important to ensure each partner is on the same page regarding short- and long-term goals. Adviser Ryne Vickery outlines how to get the conversation started.

    Read the article

  • August 23, 2023

    3 Estate Planning Tips for Same-Sex Couples

    A proper estate plan will help those left navigate the disposition of assets and the probate court system, especially for unmarried couples and some married same-sex couples.

    Read the article
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