We are strategic investors in RIAs—providing you with value-added support, access to capital for growth, and succession planning to help you bring your vision to life and take your firm to new heights—all under your continuing leadership.

We aspire to be the partnership of choice for entrepreneurial, growth-oriented wealth management firms who put clients first, committing themselves to outstanding client service.

We are passionate believers in a highly transparent approach to wealth management, unlike some large institutions. At the same time, unlike some smaller firms, we have scale-based access to resources and bench strength to ensure the continuity of your legacy for generations to come.

It’s the strength of
many, the power of one.


Three Ways We
Focus On You

Adding Value

Focus isn’t a company you join. It’s a group of people you join. You’ll be inspired by the other partners, and gain access to experts who offer best practices in strategic planning, operations, technology, regulatory advice and marketing.

Providing Growth Capital

Our experienced team and significant capital resources enable mergers & acquisitions, recruitment and business expansion to turbocharge your growth. We work with you to determine what you need to get to the next level—then, we create it. There’s no such thing as one-size-fits-all. Our focus is on you and your unique needs.

Ensuring Continuity & Succession Planning

We support talent management and career pathing to help you keep the critical promises you made to both clients and employees. We provide liquidity and ensure continuity with a multi-generational legacy.