Broker Check


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>Should You Tap Retirement Savings to Fund College?</p>

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
Learn More
<p>What Is My Current Cash Flow?</p>

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.
Learn More
<p>Three Key Questions to Answer Before Taking Social Security</p>

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?
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