About
Your Future...Our Focus.FocalPoint Wealth Management is a private wealth management firm located in Scottsdale and the home of true,independent advice
FocalPoint Wealth Management is a boutique private wealth management firm located in Scottsdale, AZ. FocalPoint was founded by two CERTIFIED FINANCIAL PLANNER™ Professionals with a clear mission in mind – To build a practice with trust, transparency, and truly independent advice at the core of everything we do. Since we don’t manufacture any of our own products, you can feel confident knowing Your Future Is Our Focus. With over 30 years of experience and an arsenal of industry resources, no s...
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Services
Ideal & Acceptable Life Goals
Goal Trade-Offs & Prioritization
Dynamic Monitoring & Ongoing Advice
Comfort Zone Recommendation
Lifetime Simulations & Scenarios
Investment Strategy
Contact
Current Hours
- Sun CLOSED
- Mon 9:00 AM - 4:00 PM
- Tue 9:00 AM - 4:00 PM
- Wed 9:00 AM - 4:00 PM
- Thu 9:00 AM - 4:00 PM
- Fri 9:00 AM - 4:00 PM
- Sat CLOSED
-
Wed 9:00 AM - 4:00 PMOPEN NOW
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Detailed Information
- Location Typeunknown
- Opening Date1986
- Annual Revenue Estimateunknown
- SIC Code show
- Employeesunknown
- Contactsshow
- CEO / Wealth Advisor Chris Urness
- Phone (480) 771-7526
- Email [email protected]