Focus Partners Wealth
Why pick this one
Focus Partners Wealth offers wealth planning and investment services, and is ranked No. 3 on USA TODAY’s 2026 Best Financial Advisory Firms List.
Best for
- individual wealth management
- business owners seeking specialized financial advice
- tax planning services
Look elsewhere if
- ones seeking low-cost, budget-focused services
- clients looking for basic financial advice without comprehensive planning
Specialties
- wealth planning
- investment planning
- tax services
- divorce and dispute resolution
- CFO services
Certifications
- CFA
- CFP
- CRPC
- CDFA
- RICP
What makes them different
- Focus Partners ranked No. 3 on USA TODAY’s 2026 Best Financial Advisory Firms List
- provides specialized planning for business owners
- offers a network of specialized professionals across the country
Distilled from this business's own website.
Contact & Location
- Address
- 3545 Whitehall Park Dr Ste 180, Charlotte, NC 28273
- Phone
- 7045413199
- Website
- https://wealth.focuspartners.com/?y_source=1_MT...
Services
- wealth management
- family office services
- business management
- additional solutions
- lifestyle services