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 offer?
Focus Partners Wealth provides 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 advisory services?
They charge fees based on a percentage of managed client assets annually, operating as a fee-only fiduciary management firm without commissions or product sales.
What differentiates Focus Partners Wealth from other financial advisors?
Focus Partners Wealth uses a data-driven, customized approach based on peer-reviewed research and operates as a fiduciary committed to putting clients' needs first.
Does Focus Partners Wealth specialize in any particular areas of wealth management?
Yes, they specialize in complex areas including planning through divorce, LGBTQ financial planning, special needs planning, practice-integrated wealth management, faith-based wealth management, and sudden wealth.
Who is the ideal client for Focus Partners Wealth?
Their ideal clients are individuals, families, institutions, retirement plans, endowments, and medical practice owners seeking a white-glove money management experience with complex financial needs.
What are the business hours of Focus Partners Wealth?
Focus Partners Wealth is open Monday through Friday from 8:00 AM to 5:00 PM and closed on Saturdays and Sundays.
Where is Focus Partners Wealth located?
They are located at 111 West 2nd Street, Suite 608, Casper, WY 82601, USA.
Are there any nearby financial services or advisors near Focus Partners Wealth?
Yes, nearby financial-related services include Todd Milliken - RBC Wealth Management Financial Advisor, Ashley Vondra - Eagle Strategies Financial Advisor, and Dustin Christensen, Financial Professional at New York Life, providing additional resources for clients in the area.
What real estate services are near Focus Partners Wealth and how could clients benefit?
Nearby real estate agents and firms like The Cogdills-Real Estate Leaders, Maddog Real Estate Team at Real Estate Leaders, and Brad Ressler - Realtor offer services that clients of Focus Partners Wealth may find useful for property investment or relocation planning.
Are there local community services or amenities near Focus Partners Wealth that clients might find helpful?
Yes, nearby places such as Partnership for a Healthy Wyoming offer health and family practice services, and Atmosphere Salon and Gloss Salon provide beauty and spa services, beneficial for clients visiting the area.