The Finance Focus

Personalized Financial Planning & Investment Management

© 2025 The Finance Focus. All rights reserved.

Wealth Management Services

Wealth Management Services To Guide Every Financial Chapter Of Your Life

You’ve worked hard to build wealth so leave its future to chance. Real wealth is not just about earning but about protecting, growing, and passing it on smartly. That’s where we come in. Our wealth management is built on strategy, precision, and knowing your financial world better than you do. Whether you’re scaling a business, selling an asset, or planning a legacy, you need clarity, not complexity. Keep reading on because the next 60 seconds could change how you manage money forever. Let’s make your money work as hard as you do.

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Why Choose Our Wealth Management Services

Working with Finance Focus means you get tax support, strategy, foresight, and peace of mind.

  • We treat each client as an individual with distinct values, goals, and priorities. Our tax consultants take the time to understand your financial situation, and then craft personalized tax strategies.
  • As a fiduciary, our collaborative models connect you with our broader team of wealth investment advisors, CPAs, and estate planners for minimized tax liability.
  • Whether it’s charitable giving, equity comp, or estate transfers, our tax consultants simplify your strategy so you can lead with confidence

Now it’s your turn.

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How Wealth Management Services Works

Whether you’re planning for retirement, growing a business, or preparing to leave a legacy, our wealth management advisory service helps you build, protect, and transition your wealth.

Initial Meeting

From securing your retirement to planning philanthropic giving, we start by understanding your short- and long-term financial priorities, lifestyle needs, and personal values.

In-Depth Consultation

Being one of the top investment firms in the U.S., we match you with a dedicated Wealth Advisor who serves as your single point of contact, designing strategies to align your investments, legacy, and family goals.

Custom Plan

Together, we design a fully personalized financial strategy covering investment management, tax optimization, estate planning, business succession, and more.

Implementing

We actively manage your portfolio, coordinate with your legal and tax professionals, and suggest forward-looking strategies tailored to your evolving life and financial stage.

Follow-up

You gain 24/7 transparency through advanced dashboards like Family Wealth Insights and benefit from regular reviews, market insights, and proactive guidance to keep your plan on track.

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What’s Included in Our Wealth Management Services?

At Finance Focus Wealth Management, we manage your entire financial life with personalized, fiduciary-driven advice. Our offering includes:

Work with a single point of contact who deeply understands your values, priorities and goals, delivering custom strategies for every stage of life.

From retirement and education funding to philanthropy and estate planning, we create plans that evolve with your life, your family, and your future.

Our dedicatedregistered investment advisorhelps you design and manage portfolios customized to your objectives, risk tolerance and time horizon with strategies to walk through all market conditions.

Our proprietary platform aggregates your full financial picture in one dashboard, providing transparency, real-time insights and seamless integration with systems like Sage Intacct.

We collaborate directly with your CPA to implement tax-smart investment approaches, helping minimize liabilities and maximize long-term growth.

We advise business owners on employee retirement plans, ensuring compliance, retention benefits and individual support for your team.

Qualified clients gain access to exclusive investment opportunities, including private equity, real estate, ESG-focused options, and more.

Our team includes CFA® charterholders and CFP® professionals, ensuring advanced, globally recognized knowledge and integrity at every step.

Your goals, values, business, and legacy are all part of the plan. We help you grow, protect, and transfer wealth, while living well and giving back.

Who It’s For

We offer wealth management services for:

  • High-net-worth families seeking personalized, values-driven wealth planning.
  • Entrepreneurs who need financial strategies that sync business with life.
  • Widowers, divorcees, and inheritors navigating big life changes with care.
  • Professionals and execs needing custom strategies for complex careers.
  • Clients facing tax or estate challenges who want a long-term trusted partner.
  • Individuals wanting clear, simplified guidance to align money with goals.
  • Families looking for full-service support from legacy to philanthropy.

Our Pricing

Our wealth management company offers clear, tiered service levels with all-inclusive transparency.

Package

Basic - 30$

  • Includes portfolio construction, goal-based financial planning, and digital reporting.
  • Ideal for emerging investors and individuals seeking structured financial guidance.
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Package

Standard - 99$

  • Tax-efficient investment strategies, estate planning review, and direct advisor access.
  • Ideal for professionals, families, and business owners looking for hands-on planning.
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Package

Premium - 149$

  • Legacy planning, alternative investments, and family office services.
  • Ideal for high-net-worth individuals, multi-generational families, and entrepreneurs.
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What Our Clients Say

From startups to seasoned entrepreneurs, how our clients achieved financial freedom.

Sarah
Palo Alto, CA

“Finance Focus stepped in with a custom wealth transfer strategy that not only reduced my tax exposure but helped structure a family trust that aligned with my long-term vision. Their team coordinated with my CPA and attorney, giving me a real-time pulse on everything.”

James
Charlotte, NC

“Finance Focus walked me through my retirement income plan, including my RMD strategy and insurance placement. I now have quarterly meetings set up with my advisor, who explains things in plain language and backs it all up with real data. I finally feel like I’m in control of my future.”

Aaliyah
Chicago, IL

“Finance Focus treated me like a real person, not just a portfolio. My advisor helped me understand every moving part from setting up a donor-advised fund to integrating sustainable investments that reflect my values. That meant everything to me.”

Michael
Manhattan, NY

“Finance Focus got it instantly. Their planning tools are modern, the communication is crisp, and their investment platform gives me transparency I’ve never had before.”

Rebecca T
Austin, TX

“I especially appreciate the updates and check-ins when things shift in the market or tax laws change.”

How Did We Get Into Wealth Management?

Finance Focus Wealth Management began with a simple question: What if wealth management actually felt personal? Not a hotline. Not a rotating list of junior advisors. Just real people helping real families make sense of money, legacy, and life. We saw an industry flooded with jargon, hidden fees, and bogus frameworks. So, we built something better. From day one, our mission was to bring human clarity to financial complexity. That meant rolling up our sleeves with business owners selling their life’s work, helping young professionals plan early, guiding widowers through tough transitions, and setting up multi-generational families for sustainable success.

FAQs

Visit our Faq

Most U.S. financial advisors charge 0.5–2% of your portfolio each year, with fee-only advisors averaging around 1%.

You’ll see AUM fees, flat annual rates, or hourly billing. You can choose what fits your needs and comfort level.

Absolutely. If you prefer clear cost upfront, flat or hourly pricing gives flexibility without surprises.

Some start at $250K, others at $1M+. But great advice exists even if you're just getting started.

Larger portfolios get qualified for reduced rates. Most firms tier AUM-based fees because it’s a way firms reward long-term trust.

Sure. But an advisor brings strategy, structure, emotional balance, and behavioral discipline can be invaluable.
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Personalized Financial Planning & Investment Management

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Contact Details

Address: 832 via Palermo, San Ramon, CA, USA

E-mail: [email protected]

Phone: 910-384-0703

© 2025 The Finance Focus. All rights reserved.