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 planning, business owner financial planning, tax planning, education planning, charitable giving, and health and insurance planning.
How are the financial planning fees structured at Focus Partners Wealth?
They operate as a fee-only fiduciary management firm, charging clients a percentage of managed assets annually, with no commissions from financial products.
What distinguishes Focus Partners Wealth from other wealth management firms?
Their approach is data-driven and evidence-based, focusing on improving clients' lives rather than just managing assets, with a legal fiduciary commitment to prioritize clients' needs.
Does Focus Partners Wealth specialize in any unique financial planning areas?
Yes, they specialize in complex areas such as planning through divorce, LGBTQ financial planning, special needs planning, practice-integrated wealth management, faith-based wealth management, and sudden wealth management.
Who is the ideal client for Focus Partners Wealth?
Their ideal clients are individuals, families, retirement plans, institutions, endowments, and medical practice owners seeking a personalized, evidence-driven money management experience.
What are the office hours for Focus Partners Wealth?
The office is open Monday through Friday from 8:30 AM to 5:00 PM and closed on weekends.
Is an appointment required to meet with advisors at Focus Partners Wealth?
Yes, appointments are required to receive financial advising services at Focus Partners Wealth.
Where is Focus Partners Wealth located?
Focus Partners Wealth is located at 1600 South Main Street, Suite 220, Walnut Creek, CA 94596, USA.
What nearby financial institutions can I visit along with Focus Partners Wealth?
Nearby financial institutions include Perseus Wealth, Kaiperm Credit Union, Firefighters First Credit Union, and Cetera Investors, which can complement your financial planning by offering banking and credit services.
Are there legal services near Focus Partners Wealth if I need related advice?
Yes, nearby legal service providers include The Law Offices of Ethan M. Weisinger, Inc., Law Offices of Jay P. Renneisen, Livingston Law Firm, Law Office of Joan Grimes, Horst Legal Counsel, A Nursing Home & Elder Abuse Law Center, Law Offices of Andersson & Andersson PC, and Weston Law Group.
What counseling and mental health services are available near Focus Partners Wealth?
Nearby mental health providers include Irene White MFT, East Bay Family Therapy, East Bay Counseling, Lorraine Granit, and Jessica Cliff, offering counseling, psychotherapy, and relationship support, useful for clients seeking holistic wellbeing.