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
- 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.
How does Focus Partners Wealth charge for its services?
They operate as a fee-only fiduciary management firm, charging fees based on a percentage of managed client assets annually, with no commissions or financial product sales.
What sets Focus Partners Wealth apart from other financial advisors?
They use data-driven, customized strategies based on scientific research and pledge as fiduciaries to always put clients' needs first, focusing on improving clients' lives, not just managing assets.
Does Focus Partners Wealth specialize in any particular area of wealth management?
Yes, they specialize in areas such as planning through divorce, LGBTQ financial planning, special needs planning, practice-integrated wealth management, faith-based wealth management, and sudden wealth.
Who is the ideal client for Focus Partners Wealth?
Their ideal clients are individuals, families, retirement plans, institutions, endowments, and medical practice owners with complex financial needs seeking a white-glove money management experience.
What are Focus Partners Wealth's hours of operation?
They are open Monday through Friday from 8:00 AM to 5:00 PM and closed on Saturdays and Sundays.
Where is Focus Partners Wealth located?
Focus Partners Wealth is located at 3550 Round Barn Boulevard, #212, Santa Rosa, CA 95403, USA.
Are there any financial services nearby that complement Focus Partners Wealth?
Nearby financial services include Wells Fargo Home Mortgage, Edward Jones, Michael Yee, Randy Blankenbaker, Scarbrough Financial Group, and Stifel - Santa Rosa, which could assist clients with mortgage, investment, and other financial needs.
What nearby places can clients visit before or after their meeting at Focus Partners Wealth?
Clients might enjoy visiting the Round Red Barn - Fountaingrove, a local landmark and historical building, or have a meal at Fountain Grove Deli, a nearby American restaurant popular for breakfast and brunch.
How can nearby professional services help clients of Focus Partners Wealth?
Nearby professional services such as Armorous Private Security and DeSantis Law Group can offer clients security solutions and legal advice, complementing the wealth management services provided by Focus Partners Wealth.