MyPoints 2048 FocalPoint Wealth Management Financial Services Country: US Local: Arizona Social Media Exchange: No Link Exchange: No Accept Email Offers: Yes Join Date: 01-15-2017
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FocalPoint Wealth Management

FocalPoint Wealth Management

What We Do!



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.

Our Services

  • Dynamic Monitoring & Ongoing Advice
  • Investment Strategy
  • Comfort Zoneu00ae Recommendation
  • Lifetime Simulations & Scenarios
  • Goal Trade-Offs & Prioritization
  • Ideal & Acceptable Life Goals
Phone: (480) 771-7526

About FocalPoint Wealth Management

FocalPoint Wealth Management is a boutique private wealth management firm located in Scottsdale, AZ. Our process helps investors to make all four decisions explicit, systematic, and consistent in both their financial plans and their investment strategies.



We help investors understand the impact of all four decisions on their life plans, so they can make these decisions explicitly and appropriately for their situations, thereby raising their comfort and confidence in knowing that they will stay on track. In short, through our framework, we help investors to do the right things and to do things right.



Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Wealthcare Advisory Partners, a registered investment advisor. Wealthcare Advisory Partners and FocalPoint Wealth Management are separate entities from LPL Financial.



With over 30 years of experience and an arsenal of industry resources, no situation is too complex for us to handle.

Our Location:

16435 N Scottsdale Rd #210
Scottsdale, Arizona 85254 US

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