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

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

Learn more

"Adulting"

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

Learn more

Nearing Retirement

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

Learn more

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:

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Learn More

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.
Learn More

How Big is Money?

Learn a little about worldwide currency in this fun infographic
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