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
- Online appointmentsAvailable
- RestroomAvailable
- Onsite servicesAvailable
Location
Focus Partners Wealth
1900 West Kirkwood Boulevard, Southlake, TX
76092, 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 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.
How does Focus Partners Wealth charge for its financial advisory services?
As a fee-only fiduciary management firm, Focus Partners Wealth charges fees based on a percentage of managed client assets and does not receive commissions from financial products, ensuring advice is unbiased and solely focused on clients' needs.
What makes Focus Partners Wealth different from other financial advisory firms?
Focus Partners Wealth uses a data-driven, customized strategy backed by scientific research rather than intuition. They prioritize improving clients' lives over asset accumulation and are legally bound as fiduciaries to put clients' needs first.
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 managing sudden wealth.
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 white-glove, tailored, evidence-driven money management experience with 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 5:30 PM and is closed on Saturdays and Sundays.
Does Focus Partners Wealth require appointments and do they offer online consultations?
Yes, appointments are required to access their onsite services, and they also offer online appointments for client convenience.
How can I contact Focus Partners Wealth?
You can contact them by phone at +1 817-410-8200 or visit their website at https://wealth.focuspartners.com/.
What nearby dining options are available for someone visiting Focus Partners Wealth?
Nearby dining options include Magnolia Bar and Grill, The Original Roy Hutchins Barbeque, Wild Chef Meal Prep & Catering, and Bread Winners Cafe at Trophy Club, ideal for grabbing a meal before or after your visit.
Are there nearby financial and mortgage services close to Focus Partners Wealth?
Yes, nearby financial services include several mortgage brokers such as Kelly D Haney - Mortgage Financial Services and Team Pandian RMLO NMLS ID 141184, as well as Wells Fargo bank and Edward Jones Financial Advisor Jeff Skousen, providing complementary services for clients.
What nearby accommodations are available for clients traveling to Focus Partners Wealth?
Nearby hotels include WoodSpring Suites Fort Worth Trophy Club, Value Place Dallas/Ft. Worth (Trophy Club), and Holiday Inn Trophy Club, providing convenient places to stay for visiting clients.