Focused Wealth, LLC

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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.

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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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