Our Services
Straightforward Services. Personal Support.
Comprehensive Financial Services for Individuals, Families & Professionals.
At Focus Financial Group, our services are built around your goals—not a one-size-fits-all model. Whether you're planning for retirement, growing your investments, managing risk, or navigating taxes, we provide practical advice tailored to your life and future.
As independent fiduciaries, we’re committed to putting your best interests first—always. While our office is based in Rye, NY, we proudly serve clients throughout Westchester County and beyond.
Financial Planning
We take a holistic approach to help you align your money with your life—covering everything from retirement and education planning to budgeting, tax strategies, and beyond. Your plan evolves with you.
Investment Management
Grow your portfolio with guidance from experienced advisors. We focus on diversified, goal-based strategies built for long-term results.
Insurance Planning
Understand what coverage you actually need—and what you don’t. We evaluate life, disability & long-term care needs based on your unique situation.
Tax Planning
From Roth conversions to withdrawal strategies, we help reduce surprises & make smart tax decisions—working closely with your CPA when needed.
