Institutionally Managed Advisor Platform

Focused Wealth Management understands Institutions, Not-for-Profits, Public and Private Endowments, Pension Funds, Foundations, 401(k)’s and 403(b)’s and Contingency Funds. It takes extensive knowledge, experience and a firm commitment to meet the business challenges in today’s complex Institutional and not for profit environment.

That’s why business’s, labor, social service, cultural, membership and faith based organizations count on Focused Wealth Management to help them build and sustain strong, lasting missions.

A comprehensive offering of NFP specialists

FWM offers a comprehensive not for profit platform and partnership network, with local leadership and focused attention. We employ a holistic, advisory approach that is designed to help you pursue your goals.

At the core our of our mission statement is charity and benevolence. There is more to life than just financial well -being, it is about helping to make a difference in everything we do.

Furthering Your Mission

From institutional retirement and benefit plans-401k, 403(b) and 457 to philanthropic management- Foundations, Endowment, and Trusts asset management, we offer comprehensive capabilities that strive to help you add value to your organization and the people who are critical to its success.

Philanthropic management: Maintain your fiscal health, meet your immediate commitments and fulfill your mission over the long term with institutional and philanthropic capabilities. Our comprehensive range of resources is designed to help you through volatile investment markets, reduced resources and increased fiduciary requirements.

Benefit and retirement plans: Address the challenges of managing a defined benefit plan from funding pressures to changing regulations and reporting requirements to market volatility while meeting your organization’s pension liabilities and financial objectives. Our defined benefit plan services include investment consulting, asset management choices, actuarial consulting, and trust and administrative support. In addition, we bring a depth of knowledge and resources to managing your retirement plan, with extensive experience.

Asset management: Support and sustain your mission with objective advice and customized asset management solutions reflecting in-depth industry knowledge that comes from a longstanding commitment to serving the not for profit sector.

Providing philanthropic management services is one of our core capabilities. With more than 20 years of experience managing charitable assets for institutions and individuals, we believe we are uniquely qualified to deliver comprehensive solutions in an effort to help you to build and sustain your mission.