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