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.
WESPAC, Oakland, CA
Focus Partner since July 2008
“With Focus, we have been able to extend our delivery of creative benefits solutions and investment advice to more clients throughout the region. We’ve broadened our thinking by networking with other best-in-class firms, all while maintaining our innovative, independent firm culture. Focus has also enabled us to create long-term partnership plans, ensuring that our clients will receive the same level of service they expect for years to come.” —Renee Szu, President
Oakland, California based WESPAC is entering its fourth decade of providing planning, advisory and investment services to individual clients, as well as tailored solutions for retirement and benefit plan administration to small- to mid- market sized employers. Using 50 core associates and an ever-increasing number of affiliated advisors around the country, WESPAC also plans a staged rollout of its unique services and solutions to these employers nationally.