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.

Thinking about a prepaid debit card? Consider the pros and cons.
06/03/2026

Thinking about a prepaid debit card? Consider the pros and cons.

It's important to understand the pros and cons when considering a prepaid debit card.

An ILIT could play a role in your estate strategy.
06/02/2026

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.
06/01/2026

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.

This early financial decision could prove helpful over time.

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.
05/29/2026

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

Are you considering a FIRE retirement? Learn the basics here.
05/28/2026

Are you considering a FIRE retirement? Learn the basics here.

This short, informative article teaches the basics of the FIRE movement.

Learn the language of life insurance.
05/27/2026

Learn the language of life insurance.

When considering life insurance, it's important to understand your options.

Secrets of the Temple: How the Federal Reserve works.
05/26/2026

Secrets of the Temple: How the Federal Reserve works.

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Tax time can be a good time to give your household budget a checkup.
05/25/2026

Tax time can be a good time to give your household budget a checkup.

Tax preparation may be the perfect time to give the household budget a check-up.

Have you considered everything when it comes to your retirement? Perhaps not. Check out our fascinating new infographic ...
05/22/2026

Have you considered everything when it comes to your retirement? Perhaps not. Check out our fascinating new infographic on retirement issues.

This attention-grabbing infographic covers retirement topics you may not have considered.

Does your business have a retirement strategy that fits your short, long-term needs?
05/21/2026

Does your business have a retirement strategy that fits your short, long-term needs?

To choose a plan, it’s important to ask yourself four key questions.

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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