Santa Rosa, CA Office

Benjamin Turner is a financial advisor at Focus Partners Wealth, LLC in Santa Rosa, CA, holding a Series 65 designation and having two years of industry experience. Prior to joining Focus Partners Wealth, he worked at JDH Wealth Management LLC for three years and has experience in other sectors including hospitality and academia. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis and offers a wide range of wealth management and advisory services.

Michael Indart is a CFP® certificant with 16 years of experience in the financial services industry. He is currently affiliated with Focus Partners Wealth, LLC and has previously worked with Buckingham Strategic Wealth, Wells Fargo Clearing, Wells Fargo Bank, and Wells Fargo Advisors. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within a tax- and fee-sensitive framework and offers a broad range of fiduciary, financial counseling, and family office services.

Brent Thomas is a CFP® professional with 19 years of industry experience, currently serving at Focus Partners Wealth, LLC. He has previously worked with The Colony Group, LLC, Bam Management, LLC, and Buckingham Strategic Wealth, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies alongside various specialized investment offerings.

Kory Reid is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Buckingham Strategic Wealth, LLC and Chanticleer. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies alongside private funds and ETFs.

Thelia Wade is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. She holds the PFS™ and Series 65 credentials. Her prior work includes roles at The Colony Group, LLC, BAM Management LLC, BAM Risk Management, LLC, and Buckingham Strategic Wealth, LLC. Focus Partners Wealth provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies across various asset types.