Focused Wealth Management
Focused Wealth Management is a SEC Registered Investment Advisory firm committed to providing clients with asset management solutions and services. We offer a broad range of investment products, including equity and fixed income strategies across domestic, global and emerging markets. Focused Wealth Management has developed a special niche for Trusts, Not-for-Profits, Public and Private Endowments, Pension Funds, Foundations and Contingency Funds. As of June 30, 2023, our assets under management are $1,199,716,913 and assets under advisement are $227,465,682.
Accounts Custodied at:
Our History
Focused Wealth Management was founded as Passante Associates LLC in 1994, as an investment management firm servicing clients in the individual, corporate, public, endowment, and foundation marketplace. In July of 2010, the firm changed ownership to Focused Wealth Management, Inc.
Focused Wealth Management has always believed in a “hands on/team” approach to asset management. Our collective experience provides over 150 years of individual talent and Market history that we are able to leverage to better serve and manage our clients’ diverse financial needs. Throughout this period, we have taken a long-term approach to client needs – striving to provide committed, innovative and consistent advice to our clients at all times. As a Registered Investment Advisory Firm, we have a solid track record of showing leadership and commitment to our clients, especially during times of financial crisis. Our actions have always been driven by the desire to do the right thing by our client for today and tomorrow- The Power of a Firm Commitment.
Our Commitment
Focused Wealth Management was founded with the goal of assisting our clients in every aspect of their financial lives. We seek to provide the most comprehensive and professional services available while earning a reputation for excellence in the money management industry.
Our team consists of experienced professionals with a “hands-on” approach to money management. Not only will you find our team members knowledgeable, but you will also discover that we truly care about helping clients achieve success in all aspects of their finances.
As your fiduciaries, we will do everything in our power to keep you focused on where you want to go while advising you on strategies designed to get there. We will continually remind you of the importance of maintaining a disciplined and cost-effective approach to investing.
Our actions have always been driven by the desire to do the right thing by our client for today and tomorrow –
The Power of a Firm Commitment.
*As of March 31, 2023, our assets under management are $1,132,198,420.83 and assets under advisement are $209,264,287.10.