Focus Partners Wealth
Family officeHingham · Growth · 2 people tracked
Also known as FOCUS ADVISOR SOLUTIONS, LLC · FOCUS PARTNERS ADVISOR SOLUTIONS, LLC
Find your way into Focus Partners Wealth
83 people in our graph share verified history with the Focus Partners Wealth team — schools, employers, funds. One of them is your warm intro.
Investment thesis
Focus Partners Wealth is a wealth management firm offering personalized financial planning and investment advisory services to individuals, business owners, and nonprofits.
Source: firm website, verified Sep 15, 2026.
Team · 2 people
from the firm's website & curatedWhat they invest in
from 1 of 1 portfolio companiesConsumer ×1Fintech ×1Media & Entertainment ×1
Investments · 1 tracked
founders shown can be your intro pathFamily Budget Services provides budgeting tools, processes, and personalized consulting to help families understand their spending, align expenses with their values, and reduce financial stress within relationships.
ConsumerFintechMedia & Entertainment
Rob Bertman(Director of Family Budget Services)in
Frequently asked questions
- What stage does Focus Partners Wealth invest at?
- Focus Partners Wealth invests at the Growth stage.
- Where is Focus Partners Wealth located?
- Focus Partners Wealth is headquartered in Hingham, US.
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