FOCUS Wealth Advisors acts as both chief financial and chief investment officer for a select group of successful families who place a very high value on trust, discretion and multi-generational counsel.

The firm provides advice and services to address the variety of financial matters that individuals, families, and family-owned businesses face. Included among these are assistance with income replacement, portfolio risk assessment, tax mitigation strategies, gifting strategies, legacy and charitable planning, estate plan guidance, trust services, risk transfer strategies, retirement planning, business retirement services, business exit planning services and family office services.