We provide members with:
- In-depth account analysis
- Comprehensive annual review meetings
- Comprehensive semi-annual portfolio review
- Frequent phone and email communication
- Collaboration with CPA
- Collaboration with attorney
- Online access
- Access to Focused Wealth Management’s strategic partners
- Monthly newsletters
- Comprehensive financial product offerings
- Daily market commentary (upon request)
- Next Phase Income Distribution planning*
- Financial planning*
- Tiered management fee schedule*
*These services are available with a financial services agreement.