FocalPoint Wealth Management

FocalPoint Wealth Management

Address: 16435 N Scottsdale Rd #210, Scottsdale

Address: Arizona, 85254, United States

Telephone: (480) 771-7526

Website: Visit Website

Opening Hours: Mon-Fri : 9AM-4PM, Sat & Sun : Closed

 

Find Us On: Facebook.com Linkedin.com Plus.google.com Twitter.com Youtube.com

 

    


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.

Products
  • Financial Planner
  • Ideal & Acceptable Life Goals
  • Goal Trade-Offs & Prioritization
  • Lifetime Simulations & Scenarios
  • Comfort Zone� Recommendation
  • Investment Strategy
  • Dynamic Monitoring & Ongoing Advice
  • Recommendations

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