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FocalPoint Wealth Management
FocalPoint Wealth Management is an independent, fee-only financial advisory firm headquartered in Scottsdale, Arizona, with additional offices in Chico, California; Webster, New York; San Antonio, Texas; and Naples, Florida. Founded by CERTIFIED FINANCIAL PLANNER™ professionals, the firm emphasizes trust, transparency, and personalized advice, free from proprietary products or investment banking influences.
Their services include retirement planning, investment management, insurance, and legacy strategies, tailored to clients’ unique life stages and goals. Operating under a fiduciary standard, FocalPoint prioritizes clients’ best interests in every interaction.
20860 N Tatum Blvd #195, Phoenix, AZ 85050