Home | Focus Wealth Management, LLC

Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

EXPERTISE YOU CAN TRUST

EXPERTISE YOU CAN TRUST

What does it take to build your custom financial plan? Focus Wealth Management uses unique, comprehensive strategies and disciplined execution to differentiate ourselves from the competition.

We have only one focus: you. We’ll work with you to provide personalized support every step of the way.

WE'RE WITH YOU EVERY STEP OF THE WAY

We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.

Investment Challenges of the Affluent Investor

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

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IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

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The Latte Lie and Other Myths

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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HOW WE WORK

We offer comprehensive financial solutions and smart protection strategies.

MATTHEW EDMISTON

MATTHEW EDMISTON

Financial Consultant

SCOTT PETRANEK

SCOTT C PETRANEK

Financial Consultant

JOHN SCHABLEIN

JOHN SCHABLEIN

Financial Consultant

LEO BROERMAN

LEO BROERMAN

Registered Principle

ROBERT SCHAEFER

ROBERT SCHAEFER

Financial Consultant

LET'S GET CONNECTED

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