FocalPoint Wealth Management

FocalPoint Wealth Management

Share

A Phoenix-based private wealth management firm founded in 2016 by CFP® practitioners. No offers may be made or accepted from any resident of any other state.

Securities offered through LPL Financial, member FINRA/ SIPC www.finra.org www.sipc.org. Investment advisory services offered through Wealthcare Advisory Partners, a Federally Registered Investment Advisor. Wealthcare Advisory Partners and FocalPoint Wealth Management are separate entities from LPL Financial. The LPL
• Third party posts found on this profile do not reflect the views of LPL Finan

Alternative Investments - Going Mainstream 07/29/2026

Considering alternative investments? It’s critical to sort through the complexity.

Alternative Investments - Going Mainstream Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

To Catch a Thief 07/28/2026

Protect yourself from identity theft.

To Catch a Thief Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

07/27/2026

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for your family and financial situation.

Just a moment...

Intellectual Property and Your Estate 07/22/2026

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 Utility of Sector Investing 07/21/2026

Sector investing may present an opportunity — if you do your homework.

The Utility of Sector Investing Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

My Retirement Savings 07/20/2026

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like based on what you're doing today.

My Retirement Savings See how your current savings rate and contributions may grow into retirement income.

A Penny Saved is Two Pennies Earned 07/17/2026

Some simple, inexpensive energy-saving tips that may help you save money.

A Penny Saved is Two Pennies Earned Here are some simple and inexpensive energy-saving tips that may help you save money.

SECURE Act 2.0: An Overview 07/16/2026

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.

SECURE Act 2.0: An Overview The second iteration of the SECURE Act brings forward several changes to the world of retirement.

An Overview of Renter’s Insurance 07/15/2026

Renter? Think you’re covered by the owner’s insurance? Do a double check.

An Overview of Renter’s Insurance Don’t overlook the need for renter’s insurance if you rent your home.

Stop Wasting Money 07/14/2026

\$100 not spent is more like \$143. Intrigued?

Stop Wasting Money One way to find money is to examine your current spending habits and eliminate money wasters.

Want your business to be the top-listed Accountant in Phoenix?

Click here to claim your Sponsored Listing.

Location

Address


20860 N. Tatum Boulevard , Ste 195
Phoenix, AZ
85050

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm