Financial Life Focus offers personalized financial planning and advisory services, empowering clients to achieve their life goals with clarity and confidence.

A service-oriented approach to wealth management

Financial Life Focus guides clients through the complexities of financial planning. Our holistic approach combines personalized advice with a deep understanding of each client’s unique circumstances, helping them achieve financial well-being and peace of mind.

How we serve our clients

Holistic Planning

We offer holistic financial plans tailored to your unique needs and goals.

High-Touch Service

Our dedicated advisors provide personalized support and proactive guidance.

Expert Advisors

Our team has decades of experience and deep industry knowledge.

Proactive Technology

We use modern technology to help you stay ahead in your financial journey.

Generational Wealth

We ensure seamless wealth transfer to future generations, securing your legacy.

How we serve our clients

Holistic Planning

We offer holistic financial plans tailored to your unique needs and goals.

High-Touch Service

Our dedicated advisors provide personalized support and proactive guidance.

Proactive Technology

We use modern technology to help you stay ahead in your financial journey.

Expert Advisors

Our team has decades of experience and deep industry knowledge.

Guiding Principles

CLIENT-CENTRIC APPROACH

We prioritize your goals, ensuring your financial plan reflects your aspirations.

TRANSPARENCY AND TRUST

We operate with complete transparency, building trust and long-term relationships.

DIVERSE INVESTMENT STRATEGIES

We take a comprehensive approach to investment diversification, tailored to optimize returns while managing risk effectively.

INTEGRATED WEALTH MANAGEMENT

We combine expert advisors and powerful technology to optimize your wealth strategy.

Featured on Forbes

Common client questions

This list features some of the most common obstacles our clients ask us to assist them with. For tailored advice, please reach out to us.

How can I ensure a secure retirement?

What are the best strategies for tax-efficient investing?

How do I plan for my children's education expenses?

What steps should I take to protect my assets?

Our Team

Jeremy Levinn

Principal, Wealth Advisor
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Joseph Kuo

Principal, Wealth Advisor
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Mollie Sebak

Vice President, Wealth Advisor
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Hugues Rivard

Vice President, Wealth Advisor
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Olga Raykhelson

Vice President, Wealth Advisor
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Kathy Molinaro

Client Experience Associate

Go Farther

*This chart is solely for informational purposes and should be considered only as a hypothetical situation. Investing in securities involves potential risks, including loss.

A sophisticated wealth platform that makes your life simpler

Our proprietary platform includes everything you need to easily, confidently manage your wealth — and nothing you don’t.

  • See your wealth in action
    Get a holistic view of your finances, all in one place.
  • Effortless to control
    A simple dashboard allows you to make changes to your portfolio directly.
  • Save time and hassle
    Get the answers you’re looking for at the click of a button.

The security of your assets is our top priority

  • Investments insured by SIPC up to $500K for each account
  • Your data is encrypted when stored and on the move
  • Your money is backed by trusted custodians, including Pershing, Apex, Schwab, and Fidelity

Ready to talk? 

Simply fill out this commitment-free form to begin. We look forward to getting to know you.

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