Overview

Focus Partners Wealth offers wealth and asset management across the United States, serving individuals, business owners, nonprofits, retirement plans, and institutions. It builds customized portfolios based on each client’s risk tolerance, goals, and liquidity needs using a mix of stocks, bonds, mutual funds, ETFs, and alternative investments, with discretionary or non-discretionary management through a national platform. The firm operates as a national RIA aggregator under Focus Financial Partners, expanding through acquisitions and the 2025 rebrand of The Colony Group and Buckingham Strategic Wealth to provide scale, shared resources, and standardized services while maintaining fiduciary oversight. Its goal is to deliver a scalable, integrated fiduciary wealth-management platform that broadens reach and capabilities for clients nationwide through ongoing M&A and platform integration.