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Our goal is to help you build a plan, not to sell a product or collect a fee.
Whether you are preparing for retirement, saving for college, going through a life transition, recently received an inheritance or sudden windfall, o…
We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.
Your employees are your most important asset.
Founded in 1982, we are an integrated team of financial experts who care for your wealth, so you can focus on what matters to you.
Some major life events are seemingly positive, like receiving an inheritance or selling a business or real estate.
We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance.
At Focus Wealth Management, we strive to be your trusted guide to success through each stage of the process, including a comfortable retirement.
The death of a partner or major stockholder in a business can have devastating effects on both the business and the deceased partner’s surviving fami…