Welcome to FocalPoint Wealth Management – A Wealth Management Firm in Scottsdale AZ
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.
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 in Scottsdale AZ 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 create any specified products, you can stay calm 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 –
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
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.
FocalPoint Wealth Management, a top-rated wealth management firm in Scottsdale AZ 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.
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 & 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
Very few people thought Donald Trump would be elected president and even fewer thought this would be great news...
Now that Donald Trump has shocked the world, what does this mean from a tax perspective? According to DonaldJTrump.com:...
October 14, 2016 Dear Valued Investor: Elections elicit strong emotions. High disapproval ratings for both candidates, as...
Please see this week’s Economic data below: In the future, I will have this embedded as a PDF but...
IRA VS ROTH IRA Are you new to investing and feel lost in the myriad of choices and...
Does the Stock Market Predict the Election? Did you know that the 3 months preceding a presidential election,...