Jacob M. Brett

Jacob M. Brett, Managing Director Operations, Director Advisory Services at Focused Wealth Management, located in Orange County, New York. With over 15 years of experience in the financial services industry, Jacob specializes in personalized wealth management strategies that help clients achieve their financial goals.

Graduating with a degree in Finance from the College of Saint Rose, Jacob quickly developed a passion for helping individuals and families navigate the complexities of wealth building and preservation. His approach combines comprehensive financial planning with investment management, ensuring that each client receives customized solutions tailored to their unique circumstances.

At Focused Wealth Management, Jacob prides himself on building long-lasting relationships with his clients. He takes the time to understand their needs and aspirations, enabling him to provide strategic advice on retirement planning, estate planning, and risk management.

Outside of work, Jacob enjoys spending time with his wife and three children, engaged in softball and baseball and participating in community events. He believes in giving back and is actively involved in local charities, contributing to the well-being of his community.

With a firm commitment to excellence and a passion for helping others succeed, Jacob Brett is a trusted partner in navigating the path to financial security.