| Name | Title | Contact Details |
|---|---|---|
Jeff Norris |
EVP, Chief Technology and Information Security Officer | Profile |
Shane Rolland |
Chief Information Security Officer | Profile |
Jeff Norris |
Senior Vice President, Chief Information Security Officer | Profile |
Jeff Norris |
SVP, Chief Information Officer & Chief Information Security Officer | Profile |
Focus Financial Partners Inc. is a prominent American company that invests in independent, fiduciary wealth management firms. Listed on the Nasdaq stock exchange, it operates as a partnership of financial planning, benefit, and investment consulting firms. The company focuses on supporting Registered Investment Advisers (RIAs) and assists large investment-management teams in transitioning from brokerage houses to their own independent firms through the Focus Independence program. The company provides its partner firms with access to best practices, resources, and synergies that help them achieve their business goals while maintaining their entrepreneurial independence. Focus Financial Partners also expanded its relationship with CAIS to enhance access to third-party funds and streamline alternative investment processes, supporting advisors in managing these investments more efficiently. Through its network, Focus serves high-net-worth individuals, families, and institutions, offering comprehensive financial planning and investment management services.
Were Seed Money Consulting, an independent, fee-based, financial services company. Were a team of finance professionals passionate about offering high quality financial services at affordable prices to clients of all economic backgrounds; the taxpayers, entrepreneurs, and small businesses of the south Denver area. Seed Money Consulting is passionate about enabling you to achieve growth by allowing you to focus on your operations with confidence, while all financial, accounting, and HR needs are being handled by our highly experienced financial professionals. Our financial experts bring many years of professional experience and education to your corner. WHAT WE DO: ✅Personal and Business Tax Services ✅Financial Planning ✅Financial Consulting ✅Investment Management ✅Strategic Business Planning ✅Short Term Rentals ✅Bookkeeping ✅Accounting Services ✅Retirement Investment Services ✅Employee Onboarding & Payroll ✅HR Services ✅Marketing Services ✅Divorce Planning "CFO IN-A-BOX": A unique package we offer Our consulting services are tailored to your companys size and complexity. This package allows you to pick and choose which services you need for your business from an ‘a-la-carte menu. Our unique, personalized approach to your companys financial needs ensures that you have all the tools, resources, and information you need, and nothing you dont. SOUTH/EAST DENVER AREA WE SPECIALIZE IN: 📌Parker 📌Aurora 📌Centennial 📌Greenwood Village Seed Money Consulting does not sell financial products such as mortgages, insurance, or mutual funds. In accordance with our Code of Ethics, we believe that in order to provide a high-level of independent service, the financial professional should not be incentivized with product placement. 👇To schedule a 15 minute consultation, click the link below👇 https://calendly.com/d/cff-d6v-yqb/welcome-to-smc Seed Money Consulting - Denver, Colorado https://seedmoneyconsulting.com/ financial.services@seedmoneyconsulting.com 720-255.
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