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Independent. Experienced. Focused.

Retirement | Investment Services | Financial Planning | Insurance | Legacy

WELCOME TO FOCALPOINT WEALTH MANAGEMENT

Our Mission is clear – to build valued client relationships with trust, transparency, and objective independent advice at the core of everything we do.  We don’t offer proprietary products or engage in investment banking operations.  That means we’re free from outside influence to “push” particular investment products or advice.  Instead, we act as fiduciaries to our clients.  Their best interests are the focal point of every interaction. 

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There are many milestones in life. Which one best describes you?

Young Adult

We create strategies that are tailored to your needs and goals.

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"Adulting"

Years of experience have prepared us to guide you through your life transitions.

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Nearing Retirement

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Golden Years

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Are you looking for something specific?

Have You Stress Tested Your Portfolio Lately?

Find Your Risk Number Today!

Free Analysis

Guided Wealth Portfolios

Online Management with a Personal Touch

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Featured Content:

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
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Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.
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Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Come Visit Our Offices!

Phoenix, AZ

Webster, NY