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.
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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 offer?
Focus Partners Wealth offers comprehensive wealth management including asset management, retirement and estate planning, tax planning, investment planning, business owner financial planning, and more specialized services.
How does Focus Partners Wealth charge for its financial advisory services?
They operate as a fee-only fiduciary management firm, charging clients based on a percentage of managed assets annually and do not receive commissions from financial products.
What is unique about Focus Partners Wealth's approach to wealth management?
Their data-driven, evidence-based strategies developed from peer-reviewed research and a fiduciary commitment to put clients’ needs first differentiate them.
Does Focus Partners Wealth specialize in any particular areas of financial planning?
Yes, they specialize in areas such as planning through divorce, LGBTQ financial planning, special needs planning, faith-based wealth management, sudden wealth, and practice-integrated wealth management.
Who is the ideal client for Focus Partners Wealth?
Clients who desire a tailored, white-glove money management experience including individuals, families, retirement plans, institutions, endowments, and medical practice owners with complex financial needs.
What are the office hours and appointment requirements at Focus Partners Wealth?
They are open Monday through Friday from 8:30 AM to 5:00 PM and require appointments for their services.
Where is Focus Partners Wealth located in Pittsburgh?
Focus Partners Wealth is located at 603 Stanwix Street, Suite 1640, Pittsburgh, PA 15222, USA.
Are there any nearby legal services that clients might access along with Focus Partners Wealth?
Yes, nearby legal services include Massa Law Group, Wilbraham, Lawler & Buba, PC, and Robleto Law, PLLC, which can assist clients with legal planning and considerations related to wealth management.
What nearby amenities can clients visit before or after a meeting at Focus Partners Wealth?
Clients can enjoy nearby Gateway Cafe for dining options or visit the Gateway Plaza Fountain, a public plaza and park located nearby, for relaxation or events.
Are there nearby financial and insurance services near Focus Partners Wealth for clients' convenience?
Yes, clients have access to nearby financial services like Citizens Bank, Nationwide Mutual Insurance Company, and Ifft & Palmer insurance agency, facilitating comprehensive financial planning and insurance needs.