FocalPoint Wealth Management

FocalPoint Wealth Management

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

Protecting Your Home Against Flood Loss 08/10/2026

You may not be able to stop floods from wreaking havoc, but insurance can manage some of the financial loss.

Protecting Your Home Against Flood Loss Protect yourself against the damage that your homeowners policy doesn’t cover.

Retirement Traps to Avoid 08/07/2026

It’s possible to avoid these classic retirement traps, with a little preparation.

Retirement Traps to Avoid Beware of these traps that could upend your retirement.

Monthly Market Insights | August 2026 08/07/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Monthly Market Insights | August 2026 Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports.

Types of Stock Market Analysis 08/06/2026

There’s no shortage of investment analysis for anyone interested. What’s important to understand?

Types of Stock Market Analysis Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

08/05/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

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Retirement Strategy After a Job Loss 08/04/2026

Other than a health emergency, few events are more stressful and disruptive to retirement strategy than an unexpected job loss or layoff. For many, it’s not just a hit to finances but also to confidence and sense of self.

Retirement Strategy After a Job Loss Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.

Estimate Your RMD 08/03/2026

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through how it fits into your overall picture.

Estimate Your RMD Calculate your required minimum distribution amount based on your account balance and age.

Financially Savvy at Six Figures 07/31/2026

Ready to make the most of your six-figure income? Check out this comprehensive guide to help you unlock the strategies to secure your financial future and thrive at your new income level.

Financially Savvy at Six Figures Help your clients with these practical steps to make the most of their six-figure income.

Inflation & Retirement 07/30/2026

A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you may need to account for.

Inflation & Retirement See how inflation over time could affect the purchasing power of your retirement income.

Alternative Investments - Going Mainstream 07/29/2026

Considering alternative investments? It’s critical to sort through the complexity.

Alternative Investments - Going Mainstream Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

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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