About Us

About NewFocus Financial Group

NewFocus Financial Group is an independent, Registered Investment Advisory firm serving clients in Northern California and the Pacific Northwest with offices in the San Francisco Bay Area and Vancouver, Washington. Our firm provides comprehensive financial planning and investment management services to individuals, families, business owners, and professionals as well as trusts, retirement and pension plans.

Preserving wealth is as important, if not more important than, building wealth.

We specialize in helping our clients build, maintain and preserve wealth by providing financial analysis, professional advice and asset management with objectivity, professional expertise and experience.

Our financial planning professionals will work with you to develop a comprehensive plan and investment strategy that will allow you to gain control over your financial life and help you meet your goals.

Our clients come to us with a wide range of financial goals such as:

  • Retirement planning, including accumulation and distribution strategies
  • Managing retirement or inherited assets
  • Seeking relief from the stock market roller coaster
  • Developing a road map for the most important financial goals in life

Regardless of our clients’ goals, they have one thing in common: the desire to work with a trusted advisor who can help them make smart financial decisions and manage their assets with a disciplined strategy—designed to protect and maximize wealth.

Our clients pay either a flat fee for financial planning services or an investment management fee based upon a percentage of assets.

If you are serious about securing your financial future, we invite you to review our list of frequently asked questions and to contact us for a complimentary initial consultation to discuss your financial goals and investment portfolio.

Learn more about what we do.

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If you have been looking for a professional team that can help you bring your financial future into clear view—now is the time to take the next step.

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