Bryson Roof
Senior Wealth Advisor at Focus Partners Wealth
- Role
- Senior Wealth Advisor at Focus Partners
- Location
- Harrisburg, PA, US
- LinkedIn followers
- 500 followers
Experience
Senior Wealth Advisor
Jan 2026 — Present
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do.Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC\'s website at January 1, 2026, the legacy business lines of Kovitz Investment Group Partners, LLC (“Kovitz”) formally joined Focus Partners Wealth, other than Kovitz’s Weatherstone business line, which formally joined Focus Partners Advisors Solutions, and its NorthCoast Asset Management business line, which is remaining with the legacy Kovitz legal entity, which has been renamed and rebranded as NorthCoast Asset Management LLC.This information is provided for general information purposes only and should not be construed as financial, tax, or legal advice
Education
Virginia Wesleyan University
Bachelor of Arts (BA), Political Science & Management, Business and Economics
2007 — 2011
Skills
- Investment Policy
- Investment Management
- Client Service
- Portfolio Management
- Investment Analysis
- Business Development
- Wealth Management
- Asset Allocation
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