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, asset management, retirement and financial 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, Focus Partners Wealth requires appointments to meet with their fiduciary advisors.
What are the office hours for Focus Partners Wealth?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on Saturdays and Sundays.
Where is Focus Partners Wealth located?
Focus Partners Wealth is located at 1755 Telstar Drive, Suite 300, Colorado Springs, CO 80920, USA.
Does Focus Partners Wealth have facilities accessible to individuals with disabilities?
Yes, Focus Partners Wealth has wheelchair accessible restrooms.
Who is the ideal client for Focus Partners Wealth?
The ideal clients are individuals, families, retirement plans, institutions, endowments, and medical practice owners seeking a tailored, evidence-driven wealth management experience with complex financial needs.
What makes Focus Partners Wealth stand out from other wealth management firms?
Focus Partners Wealth combines strength, innovation, and partnership, using personalized fiduciary advisory services that place clients' values and goals at the core of wealth planning strategies.
Can Focus Partners Wealth assist clients with specialized wealth management needs?
Yes, they specialize in areas such as planning through divorce, LGBTQ financial planning, special needs planning, faith-based management, practice-integrated wealth management, and sudden wealth planning.
Are there any financial or real estate services near Focus Partners Wealth that clients might consider?
Yes, nearby financial and real estate services include Wall & Associates, Inc., CC Signature Group, Best Homes Colorado Springs, Coldwell Banker Commercial, and multiple real estate agents like Ana Kazemi Homes and Rockin T Group, which clients might consult for complementary financial or property services.
How can nearby services like Trustee Services Group PLLC benefit a Focus Partners Wealth client?
Clients needing legal help with wills, trusts, or probate can benefit from the nearby Trustee Services Group PLLC, facilitating seamless coordination between their wealth management and estate planning needs.
What nearby businesses might a client visit after consulting Focus Partners Wealth?
After their appointment, clients might visit nearby places like VENU Arts & Culture Foundation for community events or Great Roofing & Restoration if they have home improvement needs, making their visit to the area more productive and enjoyable.