Founded in 2009, FocalPoint Wealth Management is a Registered Investment Adviser (RIA) firm that provides comprehensive financial planning and wealth management services. The firm operates on a fee-only basis, meaning it is compensated solely by its clients, avoiding conflicts of interest associated with commissions. Their mission is to help individuals, families, and business owners achieve their financial goals through a disciplined, evidence-based approach to investment management and personalized financial strategies covering retirement, education, and estate planning.

Founded in

United States