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FocalPoint Wealth Management

FocalPoint Wealth Management logo
16435 N Scottsdale Rd #210 , Scottsdale- 85254
AZ , United States  United States
+1 4807717526
http://focalpointwealth.com
Today (Saturday) : Closed

FocalPoint Wealth Management - Scottsdale

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.

Business Operation Hours
Monday 9:00 AM to 4:00 PM
Tuesday 9:00 AM to 4:00 PM
Wednesday 9:00 AM to 4:00 PM
Thursday 9:00 AM to 4:00 PM
Friday 9:00 AM to 4:00 PM
Saturday Closed
Sunday Closed


Additional Information

FocalPoint Wealth Management engineers the risk inside your portfolio to fit your unique and individual risk preferences and meet expectations with algorithmic precision.FocalPoint Wealth Management, a top-rated wealth management firm in Scottsdale AZ uses patented Risk Number™ technology to objectively calculate your true risk tolerance by utilizing a scientific framework that won the Nobel Prize for Economics.

Product and Services

Ideal & Acceptable Life Goals, Goal Trade-Offs & Prioritization, Lifetime Simulations & Scenarios, Comfort Zone® Recommendation, Investment Strategy, Dynamic Monitoring & Ongoing Advice

Languages Spoken

English

Payment Options

Visa,Master Card,Cash,American Express,Check

Year Established

1986
  • Photo of FocalPoint Wealth Management
  • Photo of FocalPoint Wealth Management
  • Photo of FocalPoint Wealth Management
  • Photo of FocalPoint Wealth Management
  • Photo of of FocalPoint Wealth Management

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