FocalPoint Wealth Management

FocalPoint Wealth Management 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

cial 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. Some products and services may not be available in all states or to all clients.

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

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

Sector investing may present an opportunity — if you do your homework.
07/21/2026

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

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like ba...
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.

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

Some simple, inexpensive energy-saving tips that may help you save money.
07/17/2026

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

Here are some simple and inexpensive energy-saving tips that may help you save money.

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

The second iteration of the SECURE Act brings forward several changes to the world of retirement.

Renter? Think you’re covered by the owner’s insurance? Do a double check.
07/15/2026

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

Don’t overlook the need for renter’s insurance if you rent your home.

\$100 not spent is more like \$143. Intrigued?
07/14/2026

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

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

Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property...
07/13/2026

Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property.

Intellectual property ownership and its implications for ordinary people and estates.

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debt...
07/10/2026

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debts, and down payment to give you a number.

Estimate how much home may fit within your budget based on income and expenses.

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works ...
07/09/2026

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works best for your situation.

Compare different mortgage term lengths side by side to find the option that fits your budget.

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

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