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.


StrategicPoint Investment Advisors, Providence, RI
Focus Partner since January 2006
www.strategicpoint.com

 “Since joining Focus we have taken advantage of the sharing of best practices and ideas across the partnership. We’ve been delighted to share our marketing expertise with other firms, particularly ideas on how to work with our clients’ other trusted professionals, such as attorneys. We have also gained tremendous value from our partners sharing their expertise with us on how we can better service our clients and improve our internal processes. Through this sharing, we’ve been able to create a program that engages our female clients in new ways, and we’re sharing these ideas with our other partner firms.”
— Betsey Purinton, Partner

Based in Providence, RI, SPIA is a fee-based wealth management and investment advisory firm, providing dynamic, effective financial solutions specifically tailored to meet clients’ goals. SPIA focuses on the retail client and delivers a premium level of individualized financial services at a reasonable cost. The firm regularly hosts client events and publishes a blog showcasing the unique voices of its advisors and covering relevant market analysis and financial planning topics.

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