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
- Wheelchair accessible seatingAvailable
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 services.
How does Focus Partners Wealth charge for their advisory services?
They operate as a fee-only fiduciary management firm, charging clients based on a percentage of managed assets with no commissions or product sales.
What differentiates Focus Partners Wealth from other financial advisors?
Their evidence-driven, customized strategies based on peer-reviewed research, collective advisor experience, and fiduciary commitment to put clients’ needs first.
Do they specialize in any particular areas of wealth management?
Yes, specialties include 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?
Clients seeking a tailored, evidence-driven, and white-glove money management experience, including individuals, families, retirement plans, institutions, endowments, and medical practice owners with complex financial needs.
What are Focus Partners Wealth's office hours?
They are open Monday through Friday from 8:00 AM to 5:00 PM, and closed on Saturdays and Sundays.
Is Focus Partners Wealth accessible for people with disabilities?
Yes, the office has wheelchair-accessible seating, restrooms, and requires appointments for visits.
How can nearby Coffee Shops enhance my visit to Focus Partners Wealth?
Nearby coffee shops like Waterbean Coffee, Sizzlewich, and Cars and Coffee Charlotte offer convenient spots to relax before or after your appointment, making your visit more enjoyable and efficient.
What nearby government offices might be useful for clients visiting Focus Partners Wealth?
The North Carolina State Government office and Charlotte MEPS, 12th Battalion, USMEPCOM are nearby and could be relevant for clients dealing with public or government-related financial matters.
Are there fitness centers near Focus Partners Wealth for clients who want to stay active?
Yes, Wcc Fitness Center and Boltzfitness gyms are nearby, providing convenient options for clients wanting to maintain a healthy lifestyle alongside managing their wealth.