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.
What is the approach Focus Partners Wealth takes with clients?
They provide personalized wealth planning strategies based on clients' values, goals, motivations, and priorities, working collectively with fiduciary advisors to deliver strength, innovation, and partnership.
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.
Does Focus Partners Wealth have any accessibility features?
Yes, the location has restrooms and wheelchair accessible restrooms available for clients.
How can I contact Focus Partners Wealth?
You can reach Focus Partners Wealth by phone at +1 724-200-7540 or visit their website at https://wealth.focuspartners.com/.
Where is Focus Partners Wealth located?
Focus Partners Wealth is located at 2599 Wilmington Road, New Castle, PA 16105, United States.
What are some nearby places I can visit when going to Focus Partners Wealth?
Nearby places include Baker Tilly (accountant), Mary Turner Day Spa and Salon (spa and beauty services), and DG Market (retail), offering opportunities for financial or personal errands before or after your visit.
Are there any medical centers near Focus Partners Wealth?
Yes, nearby medical centers include BHS Cardiology, New Castle, Northwest Regional Cardiology, Jameson Radiation Oncology, and Medical Arts Center, which could be useful if you need healthcare services close by.
Where can I find beauty or wellness services near Focus Partners Wealth?
Nearby beauty and wellness options include Mary Turner Day Spa and Salon, Kayla Marie: Cosmetologist.LMT, Hair And Image Restored, and Renaissance Health Center, ideal for relaxation or grooming surrounding your visit.
Does Focus Partners Wealth specialize in any unique financial planning areas?
They specialize in multi-faceted and intricate wealth management including planning through divorce, LGBTQ financial planning, special needs planning, practice-integrated wealth management, faith-based wealth management, and sudden wealth.