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 types of wealth management services does Focus Partners Wealth offer?
Focus Partners Wealth offers comprehensive services including net worth development, retirement planning, estate and trust planning, investment and tax planning, business owner financial planning, and more specialized financial solutions.
How are your fees structured for wealth management services?
Focus Partners Wealth operates as a fee-only fiduciary advisor, charging clients based on a percentage of managed assets annually, with no commissions from financial products.
What distinguishes Focus Partners Wealth from other financial advisors?
Their evidence-driven, data-based investment strategies combined with over 30 years of fiduciary experience and a commitment to prioritizing clients' needs make Focus Partners Wealth unique.
Do you have expertise in specialized financial planning areas?
Yes, Focus Partners Wealth specializes in areas such as planning through divorce, LGBTQ financial planning, special needs planning, faith-based wealth management, and practice-integrated wealth management.
Who is the ideal client for Focus Partners Wealth?
They cater to individuals, families, institutions, retirement plans, endowments, and medical practice owners seeking personalized, white-glove wealth management services.
What are Focus Partners Wealth's office hours?
They are open Monday through Thursday from 8:00 AM to 5:00 PM, and Friday from 8:00 AM to 4:00 PM, and closed on weekends.
Is an appointment required to consult with Focus Partners Wealth?
Yes, consultations require an appointment to ensure personalized service.
Where is Focus Partners Wealth located in Morgan Hill?
Focus Partners Wealth is located at 17190 Monterey Road, Suite 202, Morgan Hill, CA 95037.
What nearby dining options are available when visiting Focus Partners Wealth?
Nearby restaurants include Toto Trattoria (Italian cuisine), Craft Roots (vegetarian and American with a bar), Siam Thai Restaurant (Thai cuisine), Trail Dust BBQ (barbecue), Bubbles & Brew (American and wine bar), Willard Hicks Morgan Hill (steakhouse), and Stacks (breakfast and brunch).
Are there nearby services that clients might find useful when visiting Focus Partners Wealth?
Yes, local services nearby include Zachary's Air Duct Cleaners for home maintenance, Vision Theory Optometry for eye care, Babette Smith Bookkeeping and Taxes for financial services, and Maureen Harris: Allstate Insurance for insurance needs.