Our passive, evidence-based strategy is aimed at understanding the market-not trying to beat it. A commitment to understanding your unique needs and life goals is at the center of our financial planning process. Coordinating each piece of your financial picture allows you to focus on the pursuit of your life goals.
At Focus Asset Management, clients come first. That focus drives our wealth management process, helping you connect your financial decision-making to your most important life goals. A financial plan isn't just a collection of documents-it's an ongoing process of discovery. We work closely with every client to identify their unique financial and life goals and build a plan to help you reach them.
At Focus Asset Management, clients come first. That focus drives our wealth management process, helping you connect your financial decision-making to your most important life goals. A financial plan isn't just a collection of documents-it's an ongoing process of discovery. We work closely with every client to identify their unique financial and life goals and build a plan to help you reach them.
Services
We are dedicated to providing investment management and strategic wealth planning to individual, trusts, estates, institutional clients and 401(k) plans. Simply put, we strive to be our client's trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results.
Member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants. Gene is a CPA with over three decades of tax, estate, and individual planning experience and co-founded Focus Asset Management. A Virginia Beach resident Gene is dedicated to the local community and currently serves as a missionary partnership group coordinator for the Virginia Beach Community Chapel.
At Focus Asset Management, our clients come first. That focus on our clients drives the entire wealth management process, helping you connect your financial decision-making to your most important life goals. We believe in making decisions based on evidence, not emotion.
We believe that active management is a losing strategy; that despite claiming otherwise, no one can forecast the future, predict the movement of the market, or pick the next big stock.That's why we embrace a passive, evidence-based approach to investment management, drawing on decades of academic research to direct our decisions.
We believe that active management is a losing strategy; that despite claiming otherwise, no one can forecast the future, predict the movement of the market, or pick the next big stock.That's why we embrace a passive, evidence-based approach to investment management, drawing on decades of academic research to direct our decisions.
As advisors, we wear many hats-we're listeners, planners, and guides. We're educators and cheerleaders. Above all, we're partners for our clients and their families as they pursue financial success. From investment planning and wealth management to estate planning, risk management and specialized guidance for business owners, we provide our clients with a comprehensive suite of services tailored to meet their every financial need.
Understanding our clients is at the core of our process. From the start of our relationship, we make an effort to understand your needs and your unique circumstances. We work closely with you to identify your financial goals-both in the near-term and in the future-and build a plan to help you reach those goals.
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Rachel Plumley
Aug 31, 2019
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