Broker Check

Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.


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. 

Get Started Here!

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

Young Adult

Young Adult

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

Learn more
"Adulting"

"Adulting"

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

Learn more
Nearing Retirement

Nearing Retirement

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

Learn more
Golden Years

Golden Years

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

Learn more

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

Learn more

Featured Content:

<p>What to Look for in a Long-Term Care Policy</p>

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Learn More
<p>Healthcare Costs in Retirement</p>

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Learn More
<p>When Life Insurance Becomes Taxable</p>

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.
Learn More

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

Chico, CA