Lifestyle Services
A True Partner Helps Us See New Opportunities
We’re with you during life’s unique moments helping
you live your best life.
Every aspect of your today and tomorrow should be enriched and explored.
Your wealth extends beyond portfolios and performance. Paired with the curation of handpicked services and professionals, it can help to support a more luxurious and adventurous lifestyle, promote good health, and support your pursuit of meaning and joy.
Our distinct set of services is designed to address your needs and aspirations and support you and your family through your life’s journey. Our Lifestyle Services team embodies our mission by finding bespoke, highly qualified partners to be a resource for you every step of the way.
Our mission is to help you find and fulfill your purpose. Managing your wealth is just one piece of that.
As a client of Focus Partners Wealth, you have access to our expertly curated selection of service providers in areas ranging from custom travel to health and wellness coaching and aging life care services to cybersecurity and identity theft protection. These professionals have been handpicked and vetted by our Lifestyle Services team to ensure that they have the quality and professionalism to meet your needs. Many of our providers offer preferential services or pricing to you – and as you’d expect, Focus Partners receives no additional fees for referring you to these providers.
Travel
Focus Partners is your liaison to bespoke family vacations, authentic cultural travel, and custom once-in-a-lifetime travel experiences. Get ready for fun and adventure made easier for you.
• Full service travel planning
• Active adventure travel
• Authentic cultural experiences
Wellness
Our health and well-being are paramount. But it can be difficult to know where to turn when we need help. Whether you’re trying to eat better, deal with a specific health concern, or anything in between, Focus Partners stands ready to help you get the support you need.
• Healthcare advisory and telemedicine
• Clean eating, fitness and mindfulness coaching
• Behavioral and mental health management and coaching
• Global concierge telemedicine
Transitions
We can serve as a trusted partner to help you navigate the financial and emotional complexities of life transitions. Our team is available to provide support with every aspect of life’s transitions - whether it’s aging care planning, retirement coaching, or downsizing and relocation services - to make sure you’re on solid ground financially and emotionally.
• Divorce planning
• Retirement transition coaching
• Elder care planning and services
• Career transition coaching
• High-end relocation and downsizing services
Enrichment
At Focus Partners, our top value is lifelong learning. As a team of constant learners and growers ourselves, we know how important quality support can be at all stages of life. From tutoring support for students of all ages, to college admissions test prep and consulting, our partners have the knowledge and skills to help you achieve your personal and professional goals.
• Career and executive leadership coaching
• Academic tutoring and test prep services
• College and graduate school admission consulting
Protection
Our clients have worked hard for their lifestyle. We want to make sure they have all the tools necessary to safeguard it. That’s why we’ve partnered with experienced professionals in cybersecurity, identity theft protection, and healthcare insurance to help you protect the life you’ve built.
• Cybersecurity and identity-theft and remediation
• Divorce and separation medication
• Philanthropic and legacy coaching
• Unbiased health insurance advice and planning
Luxury
Focus Wealth's Lifestyle Services makes life easier for you with a range of convenient services to support your lifestyle. Private aviation and concierge services, fine art, wardrobe and wine storage services are at your fingertips with one call to our Lifestyle team.
• Wine storage and collection services
• Art advisory services
• Custom concierge services
• Private aviation consulting
Impact
By helping to maximize contributions, we empower our clients to discover more creative, enduring ways to provide support for the causes they care most about. Personalized programs and holistic support will provide you with the support you need to make a true impact.
• Charitable planning and legacy coaching
• 501 c3 formation and administration
• Specialized donor-advised funds
• Private foundation management services
Ready to learn more? We are here to help.
Looking for something you don’t see? Want to learn more? Your concierge team is constantly adding vetted providers to our Focus Partners Lifestyle Services offering. Let us know how we can help you.
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Reach out to your Lifestyle Services team today!
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Patricia Mee
Director, Lifestyle Services
Enjoy some of our latest resources.
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January 13, 2025
Thrive in 2025: Your Blueprint for Health and Wellness
Prioritize your health and wellness in 2025 with our Focus Partners Wealth Lifestyle Services webinar featuring wellness provider Coach Carrie Best, a certified lifestyle nutrition coach with years of experience coaching families, couples, and individuals on making healthy lifestyle changes that last.
Watch the video -
November 01, 2024
Lifestyle Services Presents: Medicare Simplified – What You Need to Know for 2025
Tune in to hear from Lifestyle Services and Medicare Choice Group for a discussion designed to help you better understand Medicare and prepare for your 2025 enrollment.
Watch the video -
October 21, 2024
Multi-Generational Getaways: Creating Lasting Memories for Every Age
Lifestyle Services and Truvay Travel discuss how to plan a family vacation tailored to your group’s individual and collective needs, to create a lifetime of positive memories.
Watch the video