Home FocalPoint

 

Time to start feeling confident about your financial future.

Most investors have a “Financial Advisor” who they call to buy or sell an investment or to rollover their old 401(k). They probably don’t realize that not all advisors are the same.

Our Approach

 

Truly Independent Advice

FocalPoint Wealth Management is a boutique private wealth management firm located in Scottsdale, AZ.

FocalPoint was founded by two CERTIFIED FINANCIAL PLANNER™ Professionals with a clear mission in mind – To build a practice with trust, transparency, and truly independent advice at the core of everything we do.  Since we don’t manufacture any of our own products, you can feel confident knowing Your Future Is Our Focus.

With over 30 years of experience and an arsenal of industry resources, no situation is too complex for us to handle.

– Comprehensive Wealth Management –

Investment Philosophy

Investment Philosophy

There are many ways to make the journey from New York to San Francisco. How you travel and the path you take depends on your goals for the trip.  No matter how you choose to travel, you want the trip to be cost-effective, you want to avoid unnecessary risk, and you want to reach your destination.

 

Our Process

Our Process

Once we understand what clients are working towards, we are then able to help our clients manage their investments in a personal way.  Our investment process uses a combination of strategic and tactical asset allocation. Strategic asset allocation is used to provide diversification. Tactical asset allocation identifies long term trends, entry and exit points.

 

Financial Planning

Financial Planning

We use an integrated approach that marries investment planning with financial planning.   We simulate your ideal and acceptable goals through 1,000 lifetime simulations.  From depression to exuberance, we forecast the likelihood you achieve them in every conceivable market environment, while ideally taking the least amount of risk possible.

 

Services

Services

Retirement Savings & Income Planning – Tax planning – Estate Planning – Risk Management & Insurance Planning – Investment Planning – Employee Benefits including 401(k) – Education Planning – Plan set up and administration

CERTIFIED FINANCIAL PLANNER

CERTIFIED FINANCIAL PLANNER

Most people think all Financial Planners are “certified,” but this isn’t true. Anyone can use the title “Financial Planner.” Only those who have fulfilled the certification and continuing education requirements of the CFP® Board can display the CFP® certification trademarks. This represents a high level of competency, ethics, and professionalism. And because they are held to a fiduciary standard of care, a CERTIFIED FINANCIAL PLANNER professional is required to act in your best interest.

Have you Stress Tested your Portfolio Lately?

Find out your Risk Number™ today with a free, no obligation analysis from one of our Advisors. In 5 minutes or less, find out: the risk you are comfortable with, the risk necessary to help work towards your goals, and the risk in your current portfolio.

Quantitatively Pinpoint Risk

Quantitatively Pinpoint Risk.

FocalPoint Wealth Management uses patented Risk Number technology to objectively calculate your true risk tolerance by utilizing a scientific framework that won the Nobel Prize for Economics.

Portfolios that Fit

Portfolios that Fit.

FocalPoint Wealth Management engineers the risk inside your portfolio to fit your unique and individual risk preferences and meet expectations with algorithmic precision.

Find Tax Inefficiencies

Find Tax Inefficiencies & Optimize Portfolio.

By managing money at a household level we are able to more effectively manage your tax burden by keeping more money in your pocket.

*This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. Neither FocalPoint Wealth Management, Wealthcare Advisory Partners, nor LPL Financial provides tax or legal advice.

In 2015, 873 fund sponsors from around the world competed in the U.S. market to provide investment management services to investors.*

Share Classes in U.S.*

ETFs in U.S.*

Mutual Funds in U.S.*

 

Pages of U.S. Tax Code**

In a world of choices, does your current advisor provide unbiased, independent advice? We do.

 *ICI 2016 Investment Company Fact Book         **Wolters Kluwer CCH Standard Tax Reporter 2014

.

Meet Our Team

Our team has over 30 years of experience and was founded by two CERTIFIED FINANCIAL PLANNER™ Professionals with your best interests in mind.  With no proprietary financial products, feel confident that our approach can get you to where you want to be.

FIND OUT MORE ABOUT US

Broker Check

.

Latest News