Focus Partners Wealth of Seattle

Focus Partners Wealth of Seattle is a financial planner in Seattle, WA, located at 920 5th Ave Suite 2720. The firm provides personalized wealth management built around individual goals, values, and life circumstances. Services include investment planning, wealth planning, and specialized planning for family office clients. Additional offerings cover CFO services, business management, tax services, budget services, and divorce and dispute resolution. The firm also supports business owners with dedicated services and provides retirement plan solutions for businesses. Focus Partners Institutional serves institutional clients with investment needs, focusing on fiduciary standards. Clients have access to educational resources and insights, as well as events and lifestyle services that connect them with qualified partners. The firm describes its approach as client-centered, with a team dedicated to helping clients fulfill their higher mission.

The practice emphasizes a personalized approach to wealth advice, stating that the future of the client is the focus of the work. The Lifestyle Services team identifies qualified partners to act as resources for clients throughout their financial journey. For institutional clients, the firm provides high-value solutions from a team dedicated to fiduciary excellence. The firm serves clients in Seattle and the surrounding area, offering a range of financial and business support services.

Focus Partners Wealth of Seattle holds a rating of 4.20 based on customer reviews. The firm is known for its positive rating from the customers who have reviewed it.

In Seattle, Focus Partners Wealth of Seattle offers a comprehensive set of financial planning and wealth management services tailored to individual and institutional needs.

Services:

• Business Owner Services
• Family Office Services
• Institutional Services
• Investment Management
• Wealth Planning