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.