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
Focus Partners Wealth
4513 South Buffalo Street, Orchard Park, NY
14127, United States
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 services does Focus Partners Wealth offer?
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 financial advisory services?
They operate as a fee-only fiduciary management firm, charging clients a percentage of managed assets annually, with no commissions from financial products.
What makes Focus Partners Wealth different from other financial planners?
They use a data-driven, customized approach based on scientific research and collective advisor experience, focusing on improving clients' lives and always putting their needs first as fiduciaries.
Does Focus Partners Wealth specialize in any particular areas of wealth management?
Yes, they specialize in areas including planning through divorce, LGBTQ financial planning, special needs planning, practice-integrated wealth management, faith-based wealth management, and sudden wealth planning.
Who are the ideal clients for Focus Partners Wealth's services?
Their ideal clients include individuals, families, retirement plans, institutions, endowments, and medical practice owners with complex financial needs seeking a tailored, evidence-driven wealth management experience.
What are the business hours of Focus Partners Wealth?
Focus Partners Wealth is open Monday through Friday from 8:30 AM to 5:00 PM and closed on Saturdays and Sundays.
Is Focus Partners Wealth located near any legal services that clients might need?
Yes, Focus Partners Wealth is near legal service providers such as Berkowitz & Pace, Lupiani Law, The Schroeder Law Firm, and Frederick Law Offices, which can be convenient for clients seeking comprehensive financial and legal advice.
What nearby transportation options are available for clients visiting Focus Partners Wealth?
Clients can access Focus Partners Wealth via the Orchard Park BR&P Depot train station, which also serves as a history museum and park, facilitating convenient travel to the office.
Are there community or recreational places near Focus Partners Wealth worth visiting?
Yes, nearby places include the Orchard Park Public Library and Orchard Park Roller Rink, offering clients opportunities for community engagement and recreation before or after appointments.
Does Focus Partners Wealth office offer accessibility and appointment requirements?
Yes, the office has wheelchair accessible restrooms and requires clients to make appointments prior to visits.