We are affiliated with Focus Financial Partners, a leading partnership of independently managed wealth management firms.  We and our partner firms are passionate about providing fiduciary advice and doing the right thing for our clients. Focus Financial Partners also provides firms with strategic support and the resources they need for growth and continuity including:

  • Sharing of best practices by industry experts
  • Grooming internal talent and recruiting for succession planning
  • Access to resources, and operational and technology efficiencies
  • Support for future growth initiatives