Charleston, WV Office

Team
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Focus Partners Wealth, LLC

Enterprise

Firm-wide stats for Focus Partners Wealth, LLC

Total advisors

1,042

Across 256 offices

Clients per advisor

59 Typical

Avg AUM per client

$2,557,933 Very High

HNW client ratio

49% Very High

About

Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients (including ERISA retirement plans) with a range of wealth management and advisory services. Its offerings include discretionary and non‑discretionary investment management, financial and tax planning, family office and business management services, employee benefit/retirement plan consulting, and access to private and registered pooled vehicles.

The firm’s investment approach emphasizes long‑term, tax- and fee-sensitive portfolio construction under an “enhanced open architecture” framework that blends active and passive strategies, third‑party separate account managers, and private funds. Portfolio teams use fundamental and quantitative analysis, stress-tested capital market assumptions, and tools such as trend‑following (TrendWise) and options overlay strategies (OIO/IIO); they also integrate “held‑away” accounts and legacy strategies inherited through multiple mergers.

Compared with many large advisory firms, Focus Partners discloses several atypical relationships: it offers or facilitates non‑advisory financial products and lending/cash-management solutions through third-party platforms (UPTIQ, Flourish) and an affiliated insurance intermediary (Focus Risk Solutions), and it manages or gives clients access to affiliated private funds and real‑estate-related vehicles (including investments tied to life‑science real estate and affiliated managers). The firm also continues to operate and market legacy strategies and registered vehicles from acquired advisers (for example, Kovitz and Churchill strategies and EQTY/VALAX), and its personnel include attorneys and other professionals who maintain separate legal or accounting practices, matters the firm discloses and routes through distinct engagement terms.

Based on Focus Partners Wealth, LLC

Expertise

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning

Based on Focus Partners Wealth, LLC

Occupation focus

Dentist Founder/Business Owner Executive Retired

Based on Focus Partners Wealth, LLC

Demographic focus

Established Professionals Approaching retirement Values-based investing

Based on Focus Partners Wealth, LLC

Location

101 Washington Street East, Suite 120

Charleston WV 25301

Advisors at this office

7

Advisors at this office

user avatar

Cindy M

PFS™, Series 66

Charleston, WV

Focus Partners Wealth, LLC

Cindy Mcghee is a financial advisor at Focus Partners Wealth, LLC with 21 years of industry experience. She holds the PFS™ and Series 66 credentials and has previously worked at The Colony Group, Buckingham Strategic Wealth, Arnett Carbis Toothman Wealth Advisors, and A&F Financial Holdings. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services, employing a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
user avatar

Jerry S

Series 66

Charleston, WV

Focus Partners Wealth, LLC

Jerry Slone is a financial advisor at Focus Partners Wealth, LLC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at The Colony Group, LLC, Buckingham Asset Management, LLC, and Arnett Carbis Toothman Wealth Advisors LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
user avatar

Gregory S

Series 65

Charleston, WV

Focus Partners Wealth, LLC

Gregory Smith is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at The Colony Group, Buckingham Strategic Wealth, N3 Results, Northwestern Mutual, and Bb&T Wealth, where he spent 20 years. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a broad range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within a long-term, tax- and fee-sensitive framework that incorporates fundamental and quantitative analysis.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
user avatar

Neil D

Series 65

Charleston, WV

Focus Partners Wealth, LLC

Neil Deruiter is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds the Series 65 designation and has prior experience at Buckingham Strategic Wealth, LLC. Before entering the financial industry, he worked in logistics and transportation sectors. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
user avatar

Christopher E

CFP®, Series 66

Charleston, WV

Focus Partners Wealth, LLC

Christopher Erlewine is a CFP® with 23 years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, Buckingham Strategic Wealth, Arnett Carbis Toothman Wealth Advisors, BB&T Investment Services, Harrisdirect, and Morgan Stanley. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
user avatar

Christopher W

Series 63, Series 65

Charleston, WV

Focus Partners Wealth, LLC

Christopher Willits is a financial advisor at Focus Partners Wealth, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Wesbanco Securities, Inc. Prior to his current role, he spent over a decade at Wesbanco Bank, Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using both active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
user avatar

Evan S

Series 65

Charleston, WV

Focus Partners Wealth, LLC

Evan Shamblin is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He previously worked at Buckingham Strategic Wealth, LLC and Suttle & Stalnaker, PLLC. Shamblin holds a Series 65 designation and is based in Charleston, West Virginia. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm’s investment approach combines active and passive strategies through an enhanced open architecture framework, incorporating quantitative analysis and tools such as trend-following and options overlay strategies.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
View complete list of advisors at this office
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