Service Offerings

The clients of FWM come from diverse backgrounds; there is no “typical” client. Our experience has taught us that every client has different needs and objectives. Although the number of investment vehicles at our disposal increases with the amount of investable assets each particular client has, we believe that our investment strategies can be successfully implemented for people from all walks of life. Entrepreneurs, executives, retirees, professional athletes, lawyers, doctors, teachers, and salaried employees alike can all benefit from the services we provide.

FWM has developed a specialized niche for for Institutions, Not-for-Profits, Public and Private Endowments, Pension Funds, Foundations, 401(k)’s and 403(b)’s and Contingency Funds through our IMAP program.

As your fiduciaries, we will do everything in our power to keep you focused on where you want to go, advise you on strategies designed to get there, and continually remind you of the importance of maintaining a disciplined and cost effective approach to investing.

Our team is proud of our tradition of investment experience, absolute integrity and unwavering devotion to our clients portfolios and needs.

Professional Asset Management Services – Focused Wealth Management, Registered Investment Advisor, offers fee-based asset management services including:

  • Professionally managed, customized investment portfolios
  • Wrap Accounts
  • Institutions, Not-for-Profits, Public and Private Endowments, Foundations and Contingency Funds.
  • Employee Retirement Plans – Pension Funds, Defined Benefit, 401(k)’s 403(b)’s and 457 plans.

Financial Planning Services – Focused Wealth Management can help identify your specific goals and develop strategies to pursue those goals in the following areas:

  • Individual Financial Planning

    • Retirement
    • College
    • Wealth Accumulation
  • Estate Planning
    • Trusts: Testamentary, Irrevocable Living and Inter Vivos
    • Generation Skipping
    • Family Foundation
  • Business Continuation Planning
    • Key Man
    • Buy Sell Agreements
    • Disability Buy Out
    • Estate Planning

Full Service Brokerage – As a branch office of Securities America, Inc., an independent broker/dealer, Focused Wealth Management has access to:

  • NYSE listed stock
  • OTC stocks
  • Corporate Bonds
  • Municipal Bonds
  • Government Bonds
  • Agency Issues
  • Mutual Funds