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513- 834-9660

Welcome to Focus Wealth Management

Focus Wealth Management, LLC is proud to be a part of the Dave Ramsey SmartVestor Program. Dave Ramsey is one of America's most trusted voices on financial well being. He is a personal money-management expert, radio personality, and author of numerous books. We are excited to be a part of the program because Dave's beliefs about financial education and retirement planning are rooted in the same beliefs as Focus Wealth Management. Having the heart of a teacher, and not of a salesman, we dedicate the time needed to listen to your goals and educate you on your investment options.

Focus Wealth Management, LLC is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, and conserve our clients’ wealth by delivering an unprecedented level of personalized service.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (513) 834-9660. We look forward to hearing from you.

Meet our Team

Our Commitment to You

Custom Financial Planning for every stage of your life.

Focus Wealth Management is a highly trained and skilled group of experienced Cambridge Investment Research planners dedicated to serving you. Allow our team of professionals with a collective 90 years of experience to work for you.

We’ll begin by listening and understanding your goals and dreams. After an in depth analysis, we’re then prepared to offer suggestions, recommendations, and a plan to assist you towards your goals. We’ll answer your questions, take the mystery out of the process, and tailor a plan to fit your life, both today and tomorrow.

Give us a call today to begin taking an active role in securing your financial future. Initial consultations are complimentary.

Retirement Guidance

One-size fits all policies are best left to vacation bike helmets. At  Focus Wealth Management, we specialize in tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level.

Protecting your Legacy

Uncertainty leaves room for opportunity. At  Focus Wealth Management, we can solidify tomorrow by planning today. As Warren Buffett said, you can sit in the shade tomorrow because of the tree you planted today.

Wealth Management

Growing your wealth requires patience and foresight. With our time-tested investment strategies, we’ll help you build long-term profitability through short-term planning.

Insurance Services

A good defense is the best offense. Let  Focus Wealth Management surround you and your family with our leading insurance policies.

Our Areas of Expertise

Financial Planning

Let us guide you through planning for every stage of life. A major key to success is the creation and execution of a well thought out plan.

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Retirement Services 

Prior to, and in retirement you will be faced with many difficult financial decisions. Let us assist you with them to allow you to focus on enjoying your golden years 

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401k & IRA Rollovers

Managing your company’s 401k program can seem complicated, but Focus Wealth Management will make it easy. Our strategies will leave your employees in good standing to resolve.

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Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.