Focus Expands Into North Carolina

“Our mission has always been to improve our clients’ lives through prudent financial planning. Our partnership with Focus expands the holistic wealth management services we can provide for our clients and grows the resources available to our team,” said Brian Fenn

“This new advisory team helps build on some of the tax preparation services we can offer to our clients as well as forge new partnerships through their specialized work with Atrium Health,” said Wendy Hartman, president of Focus Partners. “We are excited to welcome the team and grow our presence in the Charlotte area.”

“Carolina Capital’s extensive wealth management experience and tax-efficient planning services complement the Focus mission - passion to serve, passion to do right, passion to progress,” explains Adam Birenbaum, chairman and CEO of Focus Partners. “Welcoming firms into the Focus family lets us expand our knowledge base and evidence-based investment philosophy. We are able to meet advisors where they are with our RIA and TAMP solution, expanding their client service opportunities.”

For more information on how Focus partners with top advisors, please visit www.PartnerWithFocus.com.