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Focus Partners Wealth

Family office

Hingham · 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.

Sean Brownleeunlockedknows Tim Delay · together at Brainshark (overlapped)
×9knows the team · via Boston College
×2knows the team · via Bauman Moscow State Technical University
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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.

Stage
Growth
HQ
Hingham, US
Instruments
Equity
AUM
$181.9B
Tracked investments
1

Team · 2 people

from the firm's website & curated

What they invest in

from 1 of 1 portfolio companies

Consumer ×1Fintech ×1Media & Entertainment ×1

Investments · 1 tracked

founders shown can be your intro path
Budget Servicesfamilybudgetexpert.com

Family 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.

Images

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