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.
Sapient Private Wealth Management, Eugene, OR
Focus Affiliate since September 2010
“Focus’ support was invaluable throughout the process of creating our independent practice. We know our clients needs intimately and had ideas on how to best service them, and Focus helped us identify the resources required to deliver on that experience. The Focus team has also helped us identify operational infrastructure improvements to optimize our firm’s back-end. Additionally, the team’s expertise in marketing and business development has helped us target key growth opportunities for future success.” — Greg Erwin, Co-Founder and Partner
Sapient Private Wealth Management, based in Eugene, OR, is led by industry veterans Greg Erwin, King Martin, and Alan Rexius, formerly of Morgan Stanley Smith Barney. Sapient offers its clients, primarily in the Pacific Northwest, personalized investment management, wealth management and banking services with an emphasis on prudent, time-tested decision-making geared towards reaching personal goals, while actively managing risk and volatility.