Focus Partner Firms are transforming the landscape of wealth management.
Focus Financial Partners is at the forefront of a growing movement towards transparency and independence that’s sweeping the wealth management industry. Our partners are carefully selected based on the highest standards of excellence. Together they form a powerful network that supports collaborative relationships and the sharing of resources and best practices. Find out how the Focus partnership can help grow and invigorate your business.
Joel Isaacson & Co., New York, NY
Focus Partner since November 2009
“Focus has helped us take our firm to the next level. We’ve benefited greatly from the team’s expertise in technology and infrastructure. It’s helped us create more efficient processes for our firm across our entire infrastructure. Additionally, Focus’ competency and experience in recruiting top-tier talent has enabled us to bring on critical team members who will facilitate our continued growth in the future, while also expanding the services we offer our clients.” — Joel Isaacson, Founder and head of the firm
Based in New York, NY, Joel Isaacson & Co. serves successful executives, business owners, professionals and high net worth families. The firm’s services include: investment and cash flow management, estate and tax planning and preparation, insurance planning and retirement planning. Mr. Isaacson and his colleagues are frequently named to lists of America’s Top Financial Advisors by several publications, including Worth magazine and Medical Economics.