FOCUS Wealth Advisors specializes in serving multi-generational families and the businesses these families may own and/or operate.

Individual or Family Clients

• The minimum asset size needed to establish a new relationship with FOCUS Wealth Advisors as an individual or family client is $2 million of traditional investment assets.

  *Exceptions to this minimum can be made for the immediate members of existing client families.

Company-Sponsored Retirement Plans Clients

• The minimum asset size needed to establish a new relationship with FOCUS Wealth Advisors as a stand-alone company-sponsored business retirement plan client is $5 million in existing company plan assets.

  *Exceptions to this minimum can be made for those company-sponsored business retirement plans of existing Individual or Family clients.