Focused Wealth, LLC

Focused Wealth, LLC 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,

or retirees. She possesses the skills and understanding necessary to create effective retirement income plans from a tax-efficient angle. Her core competencies and unwavering dedication to providing exceptional client service also enable her to develop innovative wealth management solutions. Securities and Advisory services offered through LPL Financial, a registered investment adviser, Member FINRA/SIPC. finra.org/sipc.org. Focused Wealth LLC and LPL Financial are separate entities. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

The financial risks to consider when evaluating self insurance?
08/31/2026

The financial risks to consider when evaluating self insurance?

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

Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.
08/24/2026

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

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

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

This article will help your clients with blended families think and prepare their estate strategy.

Worried about passing your wealth to a troubled adult child?There are strategies that can help.
08/10/2026

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

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

If you don’t have an estate strategy, here's some reasons why you should.
08/03/2026

If you don’t have an estate strategy, here's some reasons why you should.

Do you have an estate strategy? You should.

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

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might inc...
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.

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

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

Learn about the risks of not having health insurance in this informative article.

SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?
07/06/2026

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

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

Your credit score may impact what you pay for auto and home insurance.
06/29/2026

Your credit score may impact what you pay for auto and home insurance.

Your credit score may influence how much you pay for auto and home insurance.

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

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