INDEPENDENT ADVICE FROM CERTIFIED FINANCIAL PLANNERS™

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 objective independent advice at the core of everything we do. Since we don’t offer proprietary investment products or engage in investment banking activities, we are not pressured by our affiliates to sell their products. With over 60 years of experience and an arsenal of industry resources, no situation is too complex for us to handle.

Most people think all Financial Advisors are “certified,” but this isn’t true. Anyone can use the title “Financial Planner.” But, only the professionals 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 ethics, professionalism, and competency. And because they are held to a fiduciary standard of care, a CERTIFIED FINANCIAL PLANNER™ professional is required to act in your best interest.

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.

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.

OUR PROCESS

Once we understand what clients are working towards, we help our clients manage their investments in a personal way. Our unique investment strategy 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.

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

MEET OUR TEAM

Our team has over 60 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.