NetworkยทFamily Office

Cornerstone Wealth

Unclaimed

๐Ÿ“ HUNTERSVILLE, NC

Family Officetechnologyfinancial serviceshealthcareenergy
focusfinancialpartners.com โ†—

SEC CRD #801-112164

About

Focus Financial Partners | Integrated wealth management, family office, and business management solutions. United States Canada Australia Family Office Business Management TAMP Our Purpose Our Leadership Careers Insights News Contact Us SOLUTIONS | NETWORK FIRMS SOLUTIONS | NETWORK FIRMS Home Built with Purpose. Blending deep expertise and expansive resources with a client-first fiduciary philosophy, Focus delivers integrated wealth management, family office, and business management solutions at scale. Learn More At Focus, Our Goal Is To Be The Leading Fiduciary Advice Company In The World. Expansive Resources. Profoundly Personal. Since our inception, we have empowered our firms and their advisors to create and sustain a tailored, client-first experience. In short, we believe we can serve clients better and more holistically by serving their advisors better and more holistically. Your Bridge to Sophisticated Solutions. Focus Solutions is a comprehensive offering of services designed to help our advisors expand and deepen their capabilities and better serve their clients. These solutions include a curated selection of treasury, credit, family office, risk, tax, trust and estate planning, investment, and business-owner and valuation services from a combination of in-house experts and carefully selected, trusted third-party providers. The team behind Focus Solutions is available to provide expert guidance and implementation, partnering with advisors to help clients work towards

Key Contact

RL

RACHEL L POSNER

CHIEF COMPLIANCE OFFICER

๐Ÿ“ž (704) 987-3410

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Geographic Focus

ncunited statescanadaasia
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AUM

$2.5B

Location

HUNTERSVILLE, NC

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