Firm 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 125 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.