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Focus Partners Wealth

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Focus Partners Wealth — overview

Assets Under Management

Type

Wealth Manager

Location

Boston, MA, US

Alternative Asset Classes

PEVCREINFPD

About

Focus Partners Wealth is a US-based wealth manager and registered investment advisor with 99 locations across the US. It provides investment advisory services to its clients on both a discretionary and non-discretionary basis. Its services include financial planning, retirement planning, investment management, portfolio management, pension, education, family office, and wealth management. The firm advises individuals/high-net-worth individuals, family offices, trusts, institutions, charitable organizations and foundations, corporations, businesses, and retirement/profit-sharing plans. In Q4 2021, Focus Partners Wealth acquired NEIRG Wealth Management. In Q4 2022, Focus Partners Wealth acquired Spectrum Wealth Management. In Q2 2024, Focus Partners Wealth acquired Atlas Private Wealth Management. In Q3 2024, Focus Partners Wealth acquired Gratus Capital. In Q1 2025, Focus Partners Wealth acquired The Colony Group. In Q2 2025, Focus Partners Wealth acquired Media Wealth. In Q3 2025, Focus Partners Wealth acquired Bordeaux Wealth Advisors. In Q2 2024, Focus Partners acquired Connectus Wealth.

Focus Partners Wealth - known decision makers (350)

Contact NamePositionLocationEmailTelephoneAsset Class
Portfolio ManagerBoston, USPEREINFPD
Advisory Team AssociateBoston, USPEREINFPD
Advisory Team AssociateBoston, USPEREINFPD
Advisory Team AssociateBoston, USPEREINFPD
Advisory Team AssociateSouthfield, USPEREINFPD

Showing 5 of 350 known decision makers Focus Partners Wealth

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