Business Details
About
Financial Planner
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through an expansive range of services, we work with clients at every stage, helping them control their financial future. We are dedicated to fostering meaningful growth for our clients. Our fiduciary advisors work collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do.
Details
- Requires appointmentAvailable
- RestroomAvailable
- Wheelchair accessible restroomAvailable
Location
Hours
Frequently Asked Questions About Focus Partners Wealth
What services do you offer?
Our extensive service offerings include comprehensive wealth management, asset management, retirement plans and institutional advisor services:
• Net Worth Development
• Retirement Planning
• Estate & Trust Planning
• Investment Planning
• Business Owner Planning
• Tax Planning
• Education Planning
• Charitable Giving
• Health & Insurance Planning
For more complex challenges, we have experienced team members who focus on integrated tax solutions, specialty practice areas and business solutions.
How do you charge for your services?
Buckingham has proudly been a fee-only fiduciary management firm since we opened our doors nearly 30 years ago. This means we sell no financial products and receive no commissions from any source. Instead, we’re solely in the business of advice. Our fees from clients are based on a percentage of our managed client assets in any given year and cover all our investment management and financial planning services.
What makes Buckingham different?
Our data-driven, customized strategies are based on decades of scientific, peer-reviewed research, not intuition. Buckingham’s evidence-driven approach to investment and planning, the vision of our thought leaders and the shared knowledge and collective experience of our advisors are key components of our unique approach to wealth management. We are motivated not by how many assets we manage, but how many lives we improve. Plus, as a fiduciary, we personally and legally pledge to always put our clients’ needs first.
Do you specialize in any specific area of wealth management?
Multi-faceted, intricate and complicated situations require next-level wealth management from highly trained and experienced professionals, and we are here to help. We are constantly evolving, refining and growing our comprehensive list of specialties. Currently, our menu includes:
• Planning Through Divorce
• LGBTQ Financial Planning
• Special Needs Planning
• Practice-Integrated Wealth Management
• Faith-Based Wealth Management
• Sudden Wealth
Who is your ideal client?
With a tailored, evidence-driven approach to investing, advising and financial strategies, Buckingham caters to clients who desire a white-glove money management experience. We offer services for individuals, families, retirement plans, institutions, endowments and medical practice owners with complex financial needs.
What services does Focus Partners Wealth provide?
Focus Partners Wealth offers comprehensive wealth management, asset management, retirement planning, financial planning, estate and trust planning, net worth development, investment planning, tax planning, and business owner financial planning.
Are appointments required to meet with a financial advisor at Focus Partners Wealth?
Yes, Focus Partners Wealth requires appointments for their financial advising services to ensure personalized attention.
What are the standard business hours for Focus Partners Wealth?
Focus Partners Wealth is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on weekends.
Where is Focus Partners Wealth located?
Focus Partners Wealth is located at 3 Park Plaza, Suite 420, Irvine, CA, 92614, USA.
Does Focus Partners Wealth have facilities accessible to individuals with disabilities?
Yes, Focus Partners Wealth has wheelchair accessible restrooms and other accessible facilities.
How does Focus Partners Wealth ensure client interests come first?
Focus Partners Wealth acts as a fiduciary, legally and personally committing to always put their clients' needs first and deliver personalized wealth planning strategies.
What nearby financial service providers can clients visit in the area around Focus Partners Wealth?
Nearby financial service providers include American Financial Network, Inc., Neil Anders (Branch Manager & Loan Officer), Jeff.T.Fisher, Judy Kim - Ameriprise Financial Services, LLC, Sun Group Wealth Partners, and Buckingham Strategic Wealth, which could be helpful for clients needing mortgage, escrow, or additional financial services before or after consulting with Focus Partners Wealth.
What legal services are located near Focus Partners Wealth that clients might find useful for estate planning?
Nearby legal firms such as Crowell and Moring, KNCH Law, Orantes Law Firm, Advocate Law Firm Professional Law Corporation, Jeffer Mangels Butler & Mitchell, and Palmieri, Hennessey and Leifer provide services including estate planning, wills, trusts, bankruptcy law, and employment law, which can complement Focus Partners Wealth's financial and estate planning offerings.
Are there any notable corporate offices near Focus Partners Wealth?
Yes, corporate offices such as JP Morgan Chase, Kakao Games USA, and Microsoft Corporation are located nearby, which might be convenient for clients working in these organizations to access financial advising services.
Does Focus Partners Wealth provide contact information for reaching their team?
Yes, you can reach Focus Partners Wealth by phone at +1 877-695-1442 or visit their website at https://wealth.focuspartners.com/. They also have social media pages on Facebook and LinkedIn.