Morgan Hill, CA Office

Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, offering investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm also provides non-discretionary investment consulting and sub‑advisory services and reports assets it advises or manages on an integrated basis (including held‑away accounts).

The firm’s stated investment approach is long‑term with attention to tax and fee sensitivity and an “enhanced open architecture” that uses active and passive strategies, third‑party separate account managers, private funds, and tactical overlays (for example, Options Income, Index Income, and TrendWise). Portfolios are customized to clients’ risk tolerance, liquidity and tax circumstances, and Focus Partners manages accounts on discretionary and nondiscretionary bases while coordinating held‑away accounts and model/wrap arrangements for certain legacy clients.

Compared with many large RIAs, Focus Partners discloses a broader set of product and affiliate relationships: it refers clients to insurance solutions through its affiliate Focus Risk Solutions, facilitates credit and cash management solutions via UPTIQ and Flourish (with disclosed revenue‑sharing arrangements), and offers access to affiliated real‑estate and private investment vehicles such as SCS Capital Management, Origin Investments and Telemus real‑estate funds. The firm also highlights specialized, non‑traditional services for some clients — for example, Practice Integrated Wealth Management for dentists and aging life care planning — and notes the governance and conflict‑disclosure measures it uses given its role in multiple recent mergers and its place within the Focus Financial Partners family.