Focus is an innovative wealth management firm dedicated to providing world class financial advice and long-term growth of capital. Over the last 30 years, our team of experts has helped individuals, families and foundations achieve their financial goals and find the best solutions for their unique needs.
We work with you in one of three capacities, to provide a broad range of advice and investment products across public and private asset classes, all focused on achieving your financial objectives.
Q: “My main objective is to organize and optimize my financial life – How can you help me have greater peace of mind in not missing important details that could cost me money or create headaches for my family in the future?”
A: Our dedicated team of client advisors offer comprehensive financial planning and investment management expertise. We have the knowledge to support you with all wealth management needs across tax optimization, estate planning, insurance needs, along with other considerations.
Q: “How do you provide an investment portfolio that is designed to achieve my financial objectives, regardless of how the markets behave?”
A: We offer a comprehensive suite of investment products which are created to achieve unique diversification for your unique needs
Single investment strategies
Q: “Do you offer access to unique investment strategies that I can’t obtain from an EFT, bank, or robo-advisor?”
A: Our institutional quality team of portfolio managers oversee all of our unique strategies, across all asset classes. Direct access to one or more of these investment products that is easily obtained.
We’re With You All The Way
We focus on family and personal relationships in your life-long wealth planning and wealth management journey. We judge our impact on absolute returns, unrelated to an index. We are never careless with your money, because we personally invest in the same funds as you.
We offer a diverse mix of investment strategies across multiple asset classes. An investment portfolio can be customized to meet your specific financial targets, volatility tolerance, and liquidity preference.