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Focus Wealth Management, LTD

Financial Services · Middleburg, VA
Website: buckinghamadvisor.com

On July 1, 2017, Focus Wealth Management merged into Buckingham Strategic Wealth and now runs Buckingham's Middleburg and Fai ... rfax, Virginia offices. Buckingham is a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of our approach is based on a pledge to act in the best interest of our clients, including individuals, businesses, trusts, non-profit organizations, healthcare professionals and retirement plans. We put the power of evidence-based investing and though Focus Wealth Management, Ltd., is an SEC registered investment advisory firm with offices in Middleburg and Fairfax, Virginia. We offer comprehensive investment management and financial planning services on a “fee-only” basis. We do not sell financial products or receive any commissions. Our money management philosophy is centered on the belief that the best investment decisions are not achieved by answering questionnaires, but are developed with a thorough understanding of your overall financial picture. Only with a working knowledge of your asset base, current and projected cash flows, and your tax situation, can an intelligent investment strategy be designed to meet your goals. We provide services for clients who are accumulating wealth during their high earning years. We specialize in working with clients facing financial transitions, which typically include retirement, divorce, loss of a spouse, and sudden wealth. We take time to get to know you and understand your dreams. Then we use our experience and expertise to help you achieve them. read more

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