Focus Partners Wealth
Company

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
Industry
Financial Services
Employees
1.22K
Funding
,
NAICS
Finance and Insurance
Monetary 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 Contact
Maureen (Meaux) Costello Wealth Advisor at Focus Partners Wealth
Email Phone
Vincent Crivello Focus Partners Wealth Is
Email Phone
Shellie Kurek Peters, Cfp®, Chfc®, Cap® Principal & Senior Wealth Advisor
Email
Dirk Gilliard
Email Phone

Employees by Management Level

Individual contributor 2 profiles
Senior / Lead 1 profile

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