Denver, CO South Colorado Blvd. 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

2000 South Colorado Blvd., Annex Building, Suite 300

Denver CO 80222

Advisors at this office

7

Advisors at this office

user avatar

Alexander H

CFA®

Denver, CO

Focus Partners Wealth, LLC

Alexander Hock is a CFA® charterholder with 10 years of industry experience. He currently works at Focus Partners Wealth, LLC and previously held roles at The Colony Group, LLC and Jones Barclay Boston. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with comprehensive wealth management and advisory services. The firm employs an enhanced open architecture approach that combines active and passive strategies, third-party managers, and private funds, focusing on 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

Ian B

Denver, CO

Focus Partners Wealth, LLC

Ian Barclay is a financial advisor at Focus Partners Wealth, LLC with 27 years of industry experience. He previously worked at Jones Barclay Boston and Company for 22 years before joining The Colony Group, LLC, where he worked for 9 years. Focus Partners 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, utilizing fundamental and quantitative analysis alongside 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

Carmone D

CFP®

Denver, CO

Focus Partners Wealth, LLC

Carmone Duncan Copeland is a CFP® professional at Focus Partners Wealth, LLC with four years of industry experience. Prior to joining Focus Partners Wealth, Copeland held positions at Follett Higher Education, MicroCenter, and Brookdale Senior Living, and has been affiliated with the University of Denver since 2010. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive 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

Christine K

CFA®, Series 63

Denver, CO

Focus Partners Wealth, LLC

Christine Kirk is a CFA® charterholder affiliated with Focus Partners Wealth, LLC, based in Denver, CO. She has over a decade of industry experience, having worked previously at Envestnet Inc. and Strategies Capital Management before joining Focus Partners. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management, financial planning, and advisory services. The firm’s investment approach combines active and passive strategies within a long-term, tax- and fee-sensitive 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

Craig J

Denver, CO

Focus Partners Wealth, LLC

Craig Jones is a financial advisor with Focus Partners Wealth, LLC in Denver, Colorado, holding 27 years of industry experience. He previously worked at Jones Barclay Boston & Company for 22 years before joining The Colony Group, LLC, where he spent nine years. 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 emphasizes long-term, tax- and fee-sensitive portfolio construction using an enhanced open architecture framework that blends active and passive strategies alongside specialized tools and legacy 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

Marvin D

CFP®

Denver, CO

Focus Partners Wealth, LLC

Marvin Davies IV is a CFP® professional with one year of industry experience, currently serving at Focus Partners Wealth, LLC. His prior roles include positions at MAI Capital, Stratos Wealth Partners, and Envisage Wealth, with earlier experience in education at The Ohio State University and Orange City School District. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. 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

Kittye T

CFP®

Denver, CO

Focus Partners Wealth, LLC

Kittye Tilford is a CFP® professional with eight years of industry experience, currently serving at Focus Partners Wealth, LLC since 2017. Prior to this, she worked at Jones Barclay Boston from 2009 to 2016. She is based in Denver, CO. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients, including ERISA retirement plans. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party separate account managers, and private funds through 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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