The services you will find at Focus Wealth Strategies, LLC are similar to the services you can receive from any other financial advisor. The difference is in our knowledge, experience, integrity, approach, and on-going contact with our clients.
We use a team approach to match each of our clients with the best advisor for their unique situation—when our clients’ needs are best matched with the skills and knowledge of multiple advisors, we work together in the best interest of our client.
Trusted Advisors For Life
As fiduciaries, we are committed to honoring the fiduciary standard of care and placing our clients’ best interests above all else in every service we provide. Because we are independent advisors, we are free to make the recommendations we truly believe to be in the best interest of our clients without pressure.
We build life-long relationships with each one of our clients. We are dedicated to serving our clients and their families as their trusted financial advisors for generations to come. It is quite common for our clients to refer other members of their family and their friends to our firm. We appreciate the level of trust it takes to refer a loved one to a financial advisor, and we are committed to always honoring that trust.
An Independent Firm Backed By LPL Financial
Focus Wealth Strategies is proud to be an independent financial planning and investment company. As an independent firm, we are free from the pressure to present our clients with a limited number of solutions for their planning, investment, and wealth management needs.
While independently owned, we chose LPL Financial as our broker-dealer and custodian. LPL Financial is the largest broker-dealer in the United States according to Financial Planning Magazine (June 1996-2019) based on total revenue; with more than 16,000 financial advisors and $719 billion in advisory and brokerage assets as of September 30, 2019.
LPL does not offer proprietary investment products or engage in investment banking, so advisors affiliated with LPL Financial are under no pressure by LPL to sell a particular product. Our independent firms’ partnership with LPL Financial allows our financial advisors to leverage LPL’s vast tools and resources to help provide our clients with the financial guidance and recommendations that are best for their unique needs.
Financial Planning For Every Milestone At Any Phase Of Life
Unlike many other firms, Focus Wealth Strategies does not have any required account minimums for new or existing clients. This is because of our strong belief that everyone deserves access to sound financial advice and planning—no matter what phase of life they are in. Even if you’re brand new to investing and saving, our team can help you find the financial strategy to help you work toward your financial goals.
Focus Wealth Strategies is proud to have advisors who have been selected by Dave Ramsey’s SmartVestor™ program. SmartVestor™ professionals are interviewed and vetted by the team at Ramsey Solutions. As SmartVestor Pros™, we are required to adhere to SmartVestor’s Code of Conduct™.
Like Dave Ramsey himself, SmartVestor Pros™ are committed to educating and empowering their clients and believe that eliminating debt and investing for the long-term is the ideal way to build wealth and prepare for retirement.
The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey not SmartVestor are affiliates of Focus Wealth Strategies or LPL Financial.