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 financial services does Focus Partners Wealth provide?
Focus Partners Wealth offers comprehensive wealth management services including asset management, retirement planning, estate and trust planning, net worth development, investment planning, tax planning, and business owner financial planning.
Are appointments required to meet with Focus Partners Wealth advisors?
Yes, appointments are required to consult with advisors at Focus Partners Wealth to ensure personalized attention and tailored financial planning.
What distinguishes Focus Partners Wealth's approach to wealth management?
Focus Partners Wealth places clients' values, goals, motivations, and priorities at the core of their fiduciary advisory approach, offering innovative and personalized wealth planning strategies across local communities.
What are the typical business hours of Focus Partners Wealth?
Focus Partners Wealth is open Monday through Friday from 8:00 AM to 5:00 PM and closed on Saturdays and Sundays.
Is Focus Partners Wealth accessible for clients with mobility needs?
Yes, the facility includes wheelchair accessible restrooms to accommodate clients with mobility needs.
How can I contact Focus Partners Wealth?
You can reach Focus Partners Wealth by phone at +1 650-566-1121 or visit their website at https://wealth.focuspartners.com/.
What nearby transportation options are available to reach Focus Partners Wealth?
The California Avenue Caltrain Station P+R is nearby, providing convenient parking and public transit options for clients visiting Focus Partners Wealth.
Are there dining options near Focus Partners Wealth for clients who might want to eat before or after their appointment?
Yes, several nearby restaurants include GK Pastry, Palo Alto Pizza Co., Imperial Treasure (Chinese cuisine), Peking Duck Restaurant, and Rara (Himalayan Nepalese cuisine), ideal for clients looking to dine in the area.
What financial service providers are located near Focus Partners Wealth?
Nearby financial services include Buckingham Strategic Wealth and Stanford Mortgage Corporation, which clients might find useful for complementary advisory and mortgage services.
Are there wellness or beauty services close to Focus Partners Wealth for additional client convenience?
Yes, clients can access services nearby such as SK3 Beauty Spa, Core Wellness Living and Family Therapy Inc., Carlos for Hair salon, L'Lily Aesthetics skin care, and PRO Beauty Hair and Nails spa.