Focus Wealth Strategies – Focused On Your Future

LPL Financial Advisors Serving Brandon, Bradenton, And Surrounding Florida Areas

Our team works tirelessly to ensure we deliver on our promise to create customized advisory strategies tailored to the unique needs and goals of our clients. We do this by beginning with developing the deep understanding and individual attention that our clients deserve. Our office is headquartered in Brandon, FL with a satellite office located in Bradenton, FL. These office locations allow us to serve all of Florida’s Bay Area residents.

We selected LPL Financial, a registered broker/dealer and a Registered Investment Advisor, to provide us with a vast variety of advisory, investment, and insurance services and support. This association allows us to remain a truly independent firm backed by the support of an industry-leading company. We can offer a variety of products, services, and customer care to direct our clients’ wealth management decisions.

Our Philosophy

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At Focus Wealth Strategies, LLC, our “Primary Mission” is to help our clients and their families pursue their financial goals by creating an office committed to professional service, integrity, honesty, and straightforwardness. We do this by always keeping the best interests of our clients as our top priority.

We strive to always have an answer to our clients’ questions, but when we don’t have the answer right away, we are devoted to getting the answer as soon as possible.
We are ardent about serving our clients no matter where they live in Florida. We have two office locations where our clients can visit us, or we are always willing to make the effort to visit them in their homes if it is inconvenient for them to come to us. We can also communicate via phone, mail, or by e-mail.

As with all full-service investment firms, we offer a complete range of investment services and products including individual stocks and bonds, mutual funds, fixed and variable annuities, real estate investment trusts, and managed accounts, along with life, health, long-term care, and disability insurance.

Meet Your Financial Team

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