FocalPoint Wealth Management
A Phoenix-based private wealth management firm founded in 2016 by CFP® practitioners. No offers may be made or accepted from any resident of any other state.
Securities offered through LPL Financial, member FINRA/ SIPC www.finra.org www.sipc.org. Investment advisory services offered through Wealthcare Advisory Partners, a Federally Registered Investment Advisor. Wealthcare Advisory Partners and FocalPoint Wealth Management are separate entities from LPL Financial. The LPL
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06/03/2026
Thinking about a prepaid debit card? Consider the pros and cons.
Weighing the Benefits of Prepaid Debit Cards It's important to understand the pros and cons when considering a prepaid debit card.
06/02/2026
An ILIT could play a role in your estate strategy.
A Primer on Irrevocable Life Insurance Trusts Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
06/01/2026
Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.
Starting a Roth IRA for a Teen This early financial decision could prove helpful over time.
05/29/2026
Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.
Understanding Money Market Funds Check out this brief article which explores the role Money Market Funds may play in your portfolio.
05/28/2026
Are you considering a FIRE retirement? Learn the basics here.
FIRE Retirement This short, informative article teaches the basics of the FIRE movement.
05/27/2026
Learn the language of life insurance.
Term vs. Permanent Life Insurance When considering life insurance, it's important to understand your options.
05/26/2026
Secrets of the Temple: How the Federal Reserve works.
How the Federal Reserve Works Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
05/25/2026
Tax time can be a good time to give your household budget a checkup.
Budget Check Up: Tax Time Is the Right Time Tax preparation may be the perfect time to give the household budget a check-up.
05/22/2026
Have you considered everything when it comes to your retirement? Perhaps not. Check out our fascinating new infographic on retirement issues.
Six Surprising Facts About Retirement Confidence This attention-grabbing infographic covers retirement topics you may not have considered.
05/21/2026
Does your business have a retirement strategy that fits your short, long-term needs?
Choosing a Retirement Plan that Fits Your Business To choose a plan, it’s important to ask yourself four key questions.
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Contact the business
Website
Address
20860 N. Tatum Boulevard , Ste 195
Phoenix, AZ
85050
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |