Fiduciaries like FOCUS Wealth Advisors, LLC are Registered Investment Advisors with a fiduciary duty to their clients. This means we have a legal obligation to always act in your best interest. Brokers and "hybrid" registered investment advisors are not always obligated to act as fiduciaries and can sell investment products for commissions.
1. Do you or your firm offer in-house/proprietary investment products? This identifies conflicts of interest. If the advisor or their firm utilizes their own products they could be double dipping, meaning you could be paying them product fees on top of management fees.
1. Do you or your firm offer in-house/proprietary investment products? This identifies conflicts of interest. If the advisor or their firm utilizes their own products they could be double dipping, meaning you could be paying them product fees on top of management fees.
Services
We provide advice and services to address the variety of financial matters that individuals, families, and family-owned businesses face. Included among these are assistance with income replacement, portfolio risk assessment, tax mitigation strategies, gifting strategies, legacy and charitable planning, estate plan guidance, risk transfer strategies, retirement planning, business retirement services and business exit planning services.
Most philosophies and religions include a strong belief in giving back to one's community and to society as a whole. Not only does the act of being charitable have the obvious benefit of helping others, but it is also one of the most therapeutic and rewarding things we can do for ourselves.
For our clients we help to uncover areas of importance and meaning in order to formulate, design and execute strategic giving strategies to help those we serve make a lasting impact on their own community and those causes most near to their hearts; both now and in the future.FOCUS Wealth Advisors encourages generous charitable giving and active community involvement from ourselves as well as from our clients.
For our clients we help to uncover areas of importance and meaning in order to formulate, design and execute strategic giving strategies to help those we serve make a lasting impact on their own community and those causes most near to their hearts; both now and in the future.FOCUS Wealth Advisors encourages generous charitable giving and active community involvement from ourselves as well as from our clients.
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