Naples, FL Tamiami Trail N Office
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Focus Partners Wealth, LLC
Enterprise
Firm-wide stats for Focus Partners Wealth, LLC
Clients per advisor
59 TypicalAvg AUM per client
$2,557,933 Very HighHNW client ratio
49% Very HighAbout
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
Based on Focus Partners Wealth, LLC
Occupation focus
Based on Focus Partners Wealth, LLC
Demographic focus
Based on Focus Partners Wealth, LLC
Location
5150 Tamiami Trail N, Suite 603
Naples FL 34103
Advisors at this office
3
Advisors at this office
John C
CFP®, CFA®, Series 66
Naples, FL
Focus Partners Wealth, LLC
John Clark is a CFP®, CFA®, and Series 66 licensed financial advisor with 19 years of industry experience. He currently works at Focus Partners Wealth, LLC and has previously held roles at The Colony Group, UBS Financial Services, and Raymond James Financial. He serves on the board of directors for the CFA Society of Naples, FL, where he helps plan events and oversee the society’s finances. Focus Partners serves individuals, families, family offices, and institutional clients with comprehensive 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 under an enhanced open architecture framework.
Dawn D
CFP®, Series 63
Naples, FL
Focus Partners Wealth, LLC
Dawn Doebler is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC since 2018. Her prior experience includes roles at Bridgewater Wealth & Financial Management, Madison Wealth Management, and Ferguson-Johnson Wealth Management, among others. Focus Partners Wealth serves a diverse client base including 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 integrates both active and passive strategies alongside advanced portfolio management tools and access to private and registered pooled investment vehicles.
Roger W
Series 63
Naples, FL
Focus Partners Wealth, LLC
Roger Wade is a financial advisor with Focus Partners Wealth, LLC, holding a Series 63 designation and 41 years of industry experience. He previously worked at G. W. & Wade Asset Management Company, Inc. for 34 years and G. W. & Wade, Inc. for 38 years. Wade joined The Colony Group, LLC in 2024 before moving to his current firm. 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 that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.
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