Focused Wealth, LLC

Focused Wealth, LLC

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CPA, PFS, & Investment Advisor - Navigating your financial journey with expertise and care. Focused Wealth LLC's president and owner is Dot Yandle.

Dot started her career in the accounting industry and soon established her own CPA firm before deciding to transition to a comprehensive financial planning firm. Her own experiences have taught her the value of making plans for both the anticipated and the unforeseen. Dot's true calling is to focus on the needs and goals of each unique client, whether they are working professionals, entrepreneurs,

09/07/2026

Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life insurance coverage.

Just a moment...

When to Self-Insure 08/31/2026

The financial risks to consider when evaluating self insurance?

When to Self-Insure Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Gap Insurance for Leased Cars 08/24/2026

Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.

Gap Insurance for Leased Cars If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

3 Estate Challenges for Blended Families 08/17/2026

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.

3 Estate Challenges for Blended Families This article will help your clients with blended families think and prepare their estate strategy.

When Heirs are Imperfect 08/10/2026

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

When Heirs are Imperfect The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Just a moment... 07/27/2026

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]

Just a moment...

Intellectual Property and Your Estate 07/20/2026

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.

Intellectual Property and Your Estate Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

The Cost of Medical Care 07/13/2026

Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.

The Cost of Medical Care Learn about the risks of not having health insurance in this informative article.

Social Media: #NewestBusinessLiabilityRisk 07/06/2026

SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?

Social Media: #NewestBusinessLiabilityRisk Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

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Location

Address


8037 Corporate Center Drive, # 300
Charlotte, NC
28226

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm