Our Blog

Investment Newsletter Third Quarter 2025

A New Chapter Begins in Early 2026 Beginning early 2026, we will officially become Focus Partners Wealth. This transition reflects our commitment to delivering a more powerful, client-centric experience—unlocking deeper expertise, broader capabilities, and enhanced resources—all while preserving the boutique feel and personalized attention you've come to value. As[...] Continue reading

How Life Insurance Can Build Wealth

Many people simply see life insurance as a way to protect their family financially should the worst happen to them. However, if chosen and used well, your life insurance policy can provide many more financial benefits during your lifetime and after. It's a financial instrument commonly used by affluent families with the goal to increase and protect their[...] Continue reading

How to Protect Your Assets

You've dedicated years to building your wealth and securing a comfortable future for yourself and your family. But unexpected lawsuits, creditors, or even divorce could put your hard-earned assets at risk. True financial security depends on preserving the wealth you've built. This guide will walk you through the essential asset protection and estate planning[...] Continue reading

Unleash Your 401(k)’s Full Power: Maximize Your Retirement Wealth

Are you truly maximizing your 401(k) to build the robust financial future you deserve? Often your most powerful retirement savings tool, your 401(k) offers incredible tax advantages and the potential for explosive long-term growth. Yet, navigating its complexities can feel overwhelming. Join us for an eye-opening webinar that will demystify your 401(k) and empower you[...] Continue reading

Creating a Multigenerational Wealth Preservation Strategy

Generational wealth lifts huge financial burdens and offers future generations resources and opportunities they otherwise might not have had. If large enough, it can even support your grandchildren's needs. However, passing on large amounts of money or assets takes strategy. You must consider your purpose and goals, your family's financial literacy, and potential tax[...] Continue reading