Focus Partners Wealth Form CRS

Form CRS (Client Relationship Summary) is a uniform disclosure document prescribed by the SEC; it is intended to enhance investor protection by providing succinct and relevant information to retail investors, thus enabling comparability between broker-dealers and investment advisers. The Form CRS is intended to inform retail investors about:

• The types of client and customer relationships and services the firm offers;
• The fees, costs, conflicts of interest, and required standard of conduct associated with those relationships and services;
• Whether the firm and its financial professionals currently have reportable legal or disciplinary history; and
• How to obtain additional information about the firm
• Encourage a dialogue to ask questions (Conversation Starters).

Please click this link to access the Focus Partners Wealth Form CRS. If you have any questions about the Form CRS or would like physical copy of the document, please contact fpwcompliance@focuspartners.com.

Focus Partners Wealth Form ADV Part 2A

Form ADV is the uniform form used by investment advisers to register with both the SEC and state securities authorities. Form ADV Part 2A requires investment advisers to prepare narrative brochures that include plain English disclosures of the adviser’s business practices, fees, conflicts of interest, and disciplinary information. The brochure is the primary disclosure document for investment advisers.

Please click this link to access the Focus Partners Wealth Form ADV Part 2A. If you have any questions about the Form ADV or would like physical copy of the document, please contact fpwcompliance@focuspartners.com.

No offer, investment advice, or performance guarantees.

Where Focus Partners Wealth is referenced, neither the information nor any opinion expressed constitutes an offer by Focus Partners to buy or sell any securities or financial instruments, or to provide any investment advice or service. The services, securities and financial instruments described may not be available to or suitable for you, and not all strategies are appropriate at all times. The value and income of any of the securities or financial instruments mentioned on can fall as well as rise, and an investor may get back less than he or she invested. Foreign-currency denominated securities and financial instruments are subject to fluctuations in exchange rates that could have a positive or adverse affect on the value, price or income of such securities and financial instruments. Past performance is not necessarily a guide to future performance. Independent advice should be sought in all cases. Services are offered through Focus Partners Wealth, LLC (“Focus Partners”), an SEC registered investment adviser with offices throughout the country. Registration with the SEC does not imply a certain level of skill or training and does not imply that the SEC has endorsed or approved the qualifications of Focus Partners or its representatives. Prior to January 2025, Focus Partners was named The Colony Group, LLC. Focus Partners has been part of the Focus Financial Partners partnership since 2011.