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 time to get to know you and understand your dreams. Then we use our experience and expertise to help you achieve them.