Chicago, IL N Wacker Drive Office

Team
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Focus Partners Wealth, LLC logo

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

123 N Wacker Drive, Suite 1100

Chicago IL 60606

Advisors at this office

7

Advisors at this office

user avatar

Robert O

CFA®

Chicago, IL

Focus Partners Wealth, LLC

Robert Ochenkowski is a CFA® charterholder based in Chicago, IL, with one year of industry experience. He previously worked at Altair Advisers, Fiducient Advisors, and Northern Trust. He has been associated with Th Colony Group, LLC since 2014. Focus Partners Wealth, LLC 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 within an “enhanced open architecture” framework, utilizing fundamental and quantitative analysis alongside specialized 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
user avatar

Roger A

CFA®

Chicago, IL

Focus Partners Wealth, LLC

Roger Albrecht Jr. is a CFA® charterholder with 22 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Connectus Wealth, Mid-Continent Capital, and Bufka & Rodgers LLC. Outside of his advisory role, he is the owner and managing director of Blue Sapphire Capital 1 LLC, an investment real estate business. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

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

Arthur U

CFP®, CFA®

Chicago, IL

Focus Partners Wealth, LLC

Arthur Urban is a CFP® and CFA® with seven years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Connectus Wealth, Mid-Continent Capital, and Martin Investment Management. Outside of his advisory role, he provides flight instruction through Airplane Adventures LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines 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

Lawrence B

CFP®, Series 63, Series 65

Chicago, IL

Focus Partners Wealth, LLC

Lawrence Brottman is a financial advisor at Focus Partners Wealth, LLC with 22 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at The Colony Group, LLC, Connectus Wealth, and Mid-Continent Capital. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach under an enhanced open architecture framework that integrates active and passive strategies, third-party managers, and private funds.

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

Mark S

CFA®, Series 65

Chicago, IL

Focus Partners Wealth, LLC

Mark Sagen is a CFA® charterholder and holds a Series 65 license with 15 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Connectus Wealth, RMB Capital Management, Calamos Wealth Management, and BMO Family Office. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized 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
user avatar

Timothy K

Series 65

Chicago, IL

Focus Partners Wealth, LLC

Timothy Kindelin is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. He has previously worked at McAdam Financial and spent four years at Indiana University. He holds the Series 65 designation. 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 with quantitative and fundamental analysis under 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

John A

CFA®, Series 63

Chicago, IL

Focus Partners Wealth, LLC

John Adamczyk is a CFA® charterholder and holds a Series 63 license with 16 years of industry experience. He currently works at Focus Partners Wealth, LLC in Chicago, IL. His prior roles include positions at The Colony Group, Connectus Wealth, Mid-Continent Capital, and JPMorgan Securities and JPMorgan Chase Bank. Focus Partners serves individuals, high-net-worth families, family offices, corporate 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, 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
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