Retirement doesn’t have to be an ending. It can be a shift into a more flexible, opportunity‑filled phase of life. In our upcoming webinar on June 11, Executive and Retirement Coach Joe Casey will explore strategies to help you intentionally design a fulfilling post‑career life. Register now! https://lnkd.in/eQ_73CZB
Focus Partners
Financial Services
Clayton, Missouri 13,572 followers
Offering a personalized approach to wealth management, delivering services through Focus Partners Wealth, LLC.
About us
Focus 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 adviser 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.
- Website
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http://www.focuspartners.com
External link for Focus Partners
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- Clayton, Missouri
- Type
- Privately Held
- Specialties
- Wealth Management, Investment Management, Corporate-Sponsored Financial Counseling, Retirement Planning, Tax Planning, Estate Planning, Risk Management, Philanthropic Planning, Cash-Flow Planning, Education Planning, Family Office, Business Management, Life Enhancement Services, and Institutional
Locations
Employees at Focus Partners
Updates
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The One Big Beautiful Bill Act (OBBBA) continues to spark conversation, but one thing is certain: the legislation is extensive and brings meaningful changes for taxpayers. In this ThinkAdvisor article, Chief Planning Officer Jeffrey Levine breaks down several key provisions that may influence planning decisions in the years ahead. For those looking to better understand what’s inside the OBBBA, his full analysis offers valuable clarity. https://lnkd.in/e3TRAsDJ
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Our team was honored to attend and participate in the Seattle Chinese Bar Association Legal Excellence Summit 2026 and connect with so many outstanding professionals serving Asian American families across Washington. The summit provided valuable insights across several evolving areas of law and created meaningful opportunities to strengthen relationships throughout the community. Thank you to SCBA for hosting such a meaningful and impactful event. We look forward to many more!
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We’re looking forward to attending The dakota Way Allocator Conference at Pier 60 in New York City next week! If you’re attending, don’t miss Pierson Friend, Co-Head of Investment Research, as he joins the Allocator Interview Series for candid conversations with leading allocators from RIAs, family offices, foundations, banks, and consulting firms. The event will cover: ▪ What captures allocators’ attention when evaluating managers ▪ Common mistakes that turn allocators away ▪ What differentiates the best investment sales professionals ▪ Current allocation trends and how allocators are making decisions today We hope to see you there! https://lnkd.in/eNQ3ETfX
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Whether you're a seasoned filer or someone who just signs their tax return and sends it, Chief Planning Officer Jeffrey Levine wants to help you understand what your tax return is really telling you. Join him at our upcoming webinar on May 28 to learn how to make the most of your return. https://lnkd.in/dsez8kPP
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35 Deerfield team members spent the day volunteering at Bernie's Book Bank, helping advance a mission we’re proud to support: creating pathways to success through book ownership. Together, they sorted, labeled, and repacked donated books that will soon reach young readers across the region. Since 2009, this program has distributed 31 million books to over 300,000 children. We’re grateful for the opportunity to give back alongside an organization making such a lasting difference in the community.
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The “Buffett Indicator” is breaching into all-time high levels. What could this signal for the markets? In this episode of Two-Minute Market Focus, Focus Partners’ Todd Jones, CAIA, MBA, CAIA, explores this gauge as well as Magnificent Seven earnings, performance trends, and correction/recession indicators. https://lnkd.in/e2W8fVMF
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As families grow in size, complexity, and wealth, preserving alignment across generations becomes increasingly important. Focus Chairman Michael Nathanson shares his perspective on how family governance can provide a framework for communication, education, leadership, and continuity, helping families preserve both wealth and the values behind it. Read the full article below. https://lnkd.in/efp5Ft2d
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Financial planning is not one size fits all. For LGBTQ+ individuals and couples, family-building costs, same-sex marriage decisions, and estate planning updates can significantly shape long-term wealth. Our Senior Wealth Advisor, Adam Shemaria, CFP®, breaks down the key considerations in this guide to LGBTQ+ financial planning. https://lnkd.in/eYQ2y3ks
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During our latest “Quarterly Focus Perspectives” webinar, our panel broke down the impact of geopolitical tensions, oil prices, market volatility, and the new Fed leadership—all with an eye on what investors need to know now. Watch the replay to learn more. https://lnkd.in/gRzCDMzH