Teams at Focus Partners Wealth

The Wealth Advisor leads client financial planning, ensures optimal client service, engages in business development, and manages a team of advisors.

The Associate Wealth Advisor works closely with Wealth Advisors to create personalized financial plans, enhance client relationships, and manage investment strategies, focusing on retirement, tax, and estate planning.

Partner with Wealth Advisors to develop and present comprehensive financial plans, implement retirement, tax, estate, insurance, and investment strategies, manage client relationships, execute portfolio trades and tax loss harvesting, maintain CRM records, support billing and compliance, and lead select client engagements and business development efforts.