FocalPoint Wealth Management

FocalPoint Wealth Management utilizes a patented process that puts you in control and gives you clarity and confidence that you’ll need to move toward your goals, all while helping you manage risk and avoid unnecessary sacrifice. Our team has over 60 years of collective experience and was founded by two CERTIFIED FINANCIAL PLANNER™ Professionals with your best interests in mind. With no proprietary financial products, feel confident that our approach can get you to where you want to be. Please note our other location at; 1130 Crosspointe Lane Suite 2A Webster, NY 14580

Products Carried: Ideal & Acceptable Life Goals, Goal Trade-Offs & Prioritization, Lifetime Simulations & Scenarios, Comfort Zone® Recommendation, Investment Strategy, Dynamic Monitoring & Ongoing Advice

Languages Spoken: English