Focus Wealth Management

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Focus Wealth Management Give us a call today to begin taking an active role in securing your financial future. Initial consultations are complimentary.

Focus Wealth Management is a highly trained and skilled group of experienced financial planners dedicated to serving you. Allow our team of experienced professionals to work for you. We’ll begin by listening and understanding your goals and dreams. After an in depth analysis, we’re then prepared to offer suggestions, recommendations, and a plan to assist you towards your goals. We’ll answer your questions, take the mystery out of the process, and tailor a plan to fit your life, both today and tomorrow. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Focus Wealth management and Cambridge are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be...
10/12/2026

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

How much could you receive from Social Security? Here’s what to expect.
10/09/2026

How much could you receive from Social Security? Here’s what to expect.

Calculating your potential Social Security benefit is a three-step process.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

The average college senior graduates with credit card debt. How will your kids manage money?
10/07/2026

The average college senior graduates with credit card debt. How will your kids manage money?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qu...
10/05/2026

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here:

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, m...
10/02/2026

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, more students are considering alternatives to traditional four-year colleges.

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the...
09/30/2026

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for you...
09/28/2026

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.

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retir...
09/25/2026

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retirement, you may need to consider how a down-market could impact your next chapter.

Renter? Think you’re covered by the owner’s insurance? Do a double check.
09/23/2026

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

Address

5636 Bridgetown Road, Suite F
Cincinnati, OH
45248

Opening Hours

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

Telephone

+15138349660

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