Focus Partners Wealth, LLC

Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high‑net‑worth families, family offices, retirement plans, institutions, and businesses. The firm’s service menu includes discretionary and non‑discretionary portfolio management, financial counseling and family office services, employee benefit/ERISA plan consulting and 3(21)/3(38) fiduciary services, tax compliance and preparation, business management, and certain dispute‑resolution and concierge offerings.

Its investment approach is long‑term and emphasizes tax‑ and fee‑sensitivity within an “enhanced open architecture” framework that can combine active and passive strategies, separate account managers, private funds, mutual funds and ETFs. Focus Partners manages a range of firm‑affiliated private and registered funds, offers distinct strategies such as an Options Income Overlay and a trend‑following “TrendWise” sleeve, and continues to operate legacy investment programs run by teams that joined the firm through mergers.

The firm’s brochure highlights several features that distinguish it from many peers: it publishes a subscription newsletter, The Prudent Speculator, with commentary and holdings reports; it facilitates insurance and other financial product solutions through an affiliate, Focus Risk Solutions, and refers clients to insurance brokers; and it maintains affiliated relationships with pension consulting and pooled‑vehicle sponsors (e.g., Sentinel Pension Advisors, SCS and Origin) and manages private real estate exposures (including a Telemus real estate fund invested in IQHQ). Because Focus Partners has grown through numerous recent mergers (including Kovitz, Churchill, Sonora and others), it also discloses the continuation of legacy strategies and the use of predecessor firms’ track records when describing some legacy offerings.