Focus Partners Wealth
Financial Services
United States
1.22K employees
- Employees
- 1.22K
- Contacts
- 4
- Emails
- 4
- Phones
- 3
Focus Partners Wealth Overview
- Headquarters
- United States
- Website
- wealth.focuspartners.com
- Industry
- Financial Services
- Employees
- 1.22K
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Focus Partners Wealth
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do. Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.adviserinfo.sec.gov.
Focus Partners Wealth Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 3
- 75.0% coverage
Focus Partners Wealth Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Maureen (Meaux) Costello | Wealth Advisor at Focus Partners Wealth | San Francisco Bay Area, United States |
Email
Phone
|
| Vincent Crivello | Focus Partners Wealth Is | Truckee, California, United States |
Email
Phone
|
| Shellie Kurek Peters, Cfp®, Chfc®, Cap® | Principal & Senior Wealth Advisor | Washington Dc-baltimore Area, United States |
Email
|
| Dirk Gilliard | Palo Alto, California, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
2 profiles
Senior / Lead
1 profile
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