A complete list of active advisors currently associated with Focus 50 Wealth Management LLC

Warmer can help you find a great advisor at Focus 50 Wealth Management LLC or one who fits your needs even better.

Focus 50 Wealth Management LLC provides ongoing portfolio management and financial planning services to individuals, high‑net‑worth individuals, and charitable organizations. The firm prepares written Investment Policy Statements and offers both discretionary portfolio management and broader financial planning that can include retirement, tax, estate, insurance, and college planning topics. The firm’s investment approach combines fundamental analysis, modern portfolio theory, and quantitative analysis and emphasizes long‑term trading with an emphasis on diversified ETFs alongside mutual funds, fixed income, REITs, annuities, equities, commodities, non‑U.S. securities and, where appropriate, private placements. F50 seeks discretionary authority to implement client IPSs, documents client risk tolerances, and describes regular portfolio monitoring and monthly reporting from the custodian. Noteworthy for a newly formed adviser reporting no assets under management and no active advisors, the brochure discloses that F50 provides direct financial planning and individualized portfolio management to retail clients—services that are less common among firms in this category. The document also discloses substantial outside business activities by the firm’s principal (including ongoing CFO and administrative support work that occupies significant time), a requirement that clients custody assets at Schwab Institutional, and it does not describe operation of private funds or private‑fund advisory services.

To learn more about the advisors currently working at Focus 50 Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Joshua Kruk	Shelburne, VT	9

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