Company description
FocalPoint Wealth Management is a boutique private wealth management firm located in Scottsdale, AZ.
FocalPoint was founded by two CERTIFIED FINANCIAL PLANNER™ Professionals 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 manufacture any of our own products, you can feel confident 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.
More details
- Offering Services
- Ideal & Acceptable Life Goals, Goal Trade-Offs & Prioritization, Lifetime Simulations & Scenarios, Comfort Zone® Recommendation, Investment Strategy, Dynamic Monitoring & Ongoing Advice
