Who We Are
Focus Wealth Management, Ltd., is an SEC registered investment
advisory firm located in historic Middleburg, Virginia. We offer
comprehensive investment management and financial planning services
on a “fee-only” basis. We do not sell financial
products or receive any commissions.
Our money management philosophy is centered on the belief that
the best investment decisions are not achieved by answering
questionnaires, but are developed with a thorough understanding
of your overall financial picture. Only with a working knowledge
of your asset base, current and projected cash flows, and your
tax situation, can an intelligent investment strategy be designed
to meet your needs.
At Focus, you will be working with our team of multi-credentialed
advisors, who bring common sense and a wealth of professional
insight to your financial decision-making process. We take the
time to understand the details of your current situation, and
we have the skills and experience to help you make the most
informed choices possible.
We specialize in providing services for clients who are facing
financial transitions, which typically include retirement, divorce,
loss of a spouse, or sudden wealth.
We take the time to get
to know you and understand your dreams.
Then we use our experience and expertise to help you achieve
them.
Sandi is a Certified Public Accountant and Personal
Financial Specialist (PFS). In 1976, she established a CPA practice
in Middleburg, VA, which grew to become one of the largest firms
in Loudoun County. In 1996, she founded Focus. In 2001, Sandi
left the practice of public accounting to devote her full attention
to investment management and financial planning.
She specializes in serving the needs of clients
in transition, including pre- and post-retirees, widows, divorced
individuals and recipients of sudden wealth. She has extensive
experience in all phases of the financial planning process,
including retirement planning, income and estate tax planning,
stock option planning, and real estate investment issues.
Sandi is active in many professional and civic organizations.
She is a member of the American Institute of CPAs, , the Virginia
Society of CPAs, where she served as past Chairman of the Personal
Financial Planning Committee, and the National Association of
Personal Financial Advisors (NAPFA). She is a charter member
of the Association of CPA Financial Planners and serves on their
Board of Directors. She is currently a member of the Board of
Trustees for Wakefield School, in The Plains, Virginia.
Helen has been in the financial services industry
since 1983. She holds the Certified Financial Planner (CFP),
and Chartered Financial Consultant (CHFC) designations. She
is also a licensed, fee-only insurance consultant in the state
of Virginia.
Helen has extensive investment experience and
oversees investment services for Focus. She works directly with
our individual and institutional clients analyzing existing
investment assets, as well as constructing and managing new
portfolios. She also advises on complex financial planning issues.
She is a member of the Financial Planning Association
(FPA) and the National Association of Personal Financial Advisors
(NAPFA). She is a columnist for Morningstar Advisor.com, Horsesmouth.com,
and is quoted frequently in other national publications, such
as The Wall Street Journal, Money Magazine and Forbes.
Tommie holds the Certified Financial Planner (CFP) and, Chartered
Financial Consultant (CHFC) designations. She has an MBA, as
well as bachelor’s degrees in both business and psychology.
Tommie has extensive experience in providing comprehensive
financial planning, employee benefits analysis, post-divorce
planning, and portfolio management services. She is responsible
for the firm’s internal operations and personally ensures
that each client experiences the highest possible level of service.
Tommie is a member of the Financial Planning Association (FPA).
|
