Welcome toFocused Wealth Management
Our seasoned team, with over 150 years of combined experience, offers comprehensive asset management solutions and services for families and businesses located in Orange County, New York. Discover how we can help you achieve your financial goals by calling us directly at (845) 691 4035.
150+
Years of Experience
$2.29B
Assets Under Advisement
Why Focused Wealth
Focused Wealth Management has always believed in a “hands on/team” approach.
What We Offer
Asset management and financial planning, with over 150 years of combined experience.
Focused Wealth Management Benevolence
A Firm Commitment to Good Citizenship. Focused Wealth Management’s Good Citizenship Program is committed to improving lives, communities, and culture by empowering organizations and individuals dedicated to making the world a better place. Learn More
Focused Wealth Management Press / Insights
Advisors eye ETFs as market leadership broadens beyond mega-caps
"From there we're looking at relative valuations and where capital spending is flowing. We're already seeing compelling…
Morning Call Sheet: Rising yields and commodities test markets
Phil DeAngelo of Focused Wealth Management, Craig Johnson of Piper Sandler & Co. and Peter Boockvar of One Point BFG…
What SpaceX, Other Mega IPOs Will Mean for Major Indexes
Index providers changing their methodology may create a bit of disruption, especially for long-term holders of an index…
IBM’s AI outlook after post-earnings stock decline
Focused Wealth Management managing director Philip DeAngelo explains why he still sees IBM, Google and Microsoft as…
Why Selling Your SpaceX Shares Too Quickly Could Cost You — Forbes
“I am so sick of hearing about SpaceX,” says Phil DeAngelo, managing director of Focused Wealth Management, a…
Phil DeAngelo: Markets can withstand higher rates for the right reasons – CNBC
Phil DeAngelo, Managing Director at Focused Wealth Management, says the market rally should broaden beyond tech,…
Elon Musk’s SpaceX IPO could quickly launch into your retirement plan
SpaceX’s initial public offering is expected to be the largest of all time and, eventually, end up in most investors’…
SpaceX Is Attempting an Unprecedented IPO With a High Bar to Clear. But The Space Pioneer Is Also Holding an Ace Up Its Sleeve
SpaceX will likely be in most of the market's major indexes within its first three weeks of trading, according to…
Here’s when SpaceX could show up in major indexes and popular ETFs after its IPO
"The biggest IPO in history is about to land in passive portfolios faster than anything comparable has before," Jacob…
I Asked Investing Experts Where To Put My Money During the Iran War: Here’s What They Said
Phil DeAngelo with Focused Wealth Management sees fresh value in the Magnificent 7 — Apple (AAPL), Microsoft (MSFT),…
The Iran War and Hormuz Blockade’s Impact on Stocks in 5 Sectors
Phil DeAngelo, managing director of Focused Wealth Management, a financial advisory based in Newburgh, New York, says…
March: In Like a Bear, Out Like a Bull?
Markets faced volatility, but opportunities are emerging. Here’s how we’re navigating geopolitical risks, AI…
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