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 types of services does Focus Partners Wealth provide?
Focus Partners Wealth offers comprehensive services including wealth management, asset management, retirement planning, estate and trust planning, investment planning, tax planning, business owner financial planning, and more.
How are your fees for financial advisory services structured?
Focus Partners Wealth operates as a fee-only fiduciary firm, charging clients based on a percentage of managed assets without earning commissions or selling financial products.
What sets Focus Partners Wealth apart from other financial advisory firms?
They use a data-driven, evidence-based approach with fiduciary commitment, focusing on personalized strategies and improving clients' lives rather than just managing assets.
Do you specialize in any specific financial planning areas?
Yes, they specialize in planning through divorce, LGBTQ financial planning, special needs planning, practice-integrated wealth management, faith-based wealth management, and sudden wealth planning.
Who is the ideal client for Focus Partners Wealth?
Their ideal clients are individuals, families, retirement plans, institutions, endowments, and medical practice owners seeking a tailored, white-glove money management experience for complex financial needs.
What are the business hours for Focus Partners Wealth?
Focus Partners Wealth is open Monday through Friday from 8:30 AM to 5:00 PM and closed on weekends.
Is Focus Partners Wealth's office accessible and equipped with restrooms?
Yes, the office has wheelchair accessible restrooms and general restroom facilities available for clients.
What nearby businesses can clients visit when coming to Focus Partners Wealth in Lincoln, RI?
Clients can visit nearby professional services like Aurum Advantage marketing agency and Lee Hecht Harrison human resource services, which may provide complementary business support.
Are there dining options near Focus Partners Wealth for clients or visitors?
Yes, nearby dining options include Panera Bread, a cafe and bakery, ideal for a meal before or after your appointment.
What recreational or wellness facilities are close to Focus Partners Wealth?
Nearby fitness and activity centers like Pure Barre gym and the Ocean State School of Gymnastics offer wellness options for clients in the area.