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Focus In the News
Focus supports the Cherry Blossom Breast Cancer Foundation. Sandi, Tommie, and Piper participated in the Cherry Blossom walk on October 9th. Sandi and her husband, Jim Atkins, are on the Board of the Foundation and Focus Wealth Management has been a proud sponsor of the walk for 5 years. The funds raised stay in Loudoun and Fauquier Counties to support breast cancer prevention and treatment efforts. For more information about the foundation Click Here
Focus Wealth Management has been Named One of the Top Wealth Managers by Financial Advisor Magazine, July 2011 issue
Focus Wealth Management Named One of the 2011 Top Wealth Managers for the fifth Year in a Row by AdvisorOne (formerly Wealth Manager Magazine) Rankings based on total assets under managment.
Congratulations to Helen Modly on earning the Certified Private Wealth AdvisorSM (CPWA®) designation from The University of Chicago Booth School of Business and The Investment Management Consultants Association®. CPWA® is an advanced credential created specifically for wealth managers and advisors who work with high-net-worth clients on the life cycle of wealth: accumulation, preservation, and distribution. Candidates who earn this designation learn to identify and analyze challenges facing high-net-worth clients and learn to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.
Beware the Beneficiary Form (WSJ.Com July 6, 2011) Helen is quoted
Financial Planners Weigh in on Windfalls (InsideNOVA.com April 21, 2011) "What would you do with a million dollars?" In this article Helen Modly discusses sudden wealth.
Congratulations to Tommie Monez, on becoming a shareholder in Focus Wealth Management. "Tommie has been instrumental in building and expanding the client-centered focus of our firm" said Sandra Atkins, President. Tommie is Chief Investment Officer and portfolio manager for the firm. She also serves on the board of directors for the Financial Planning Association - National Capital Area and is a frequent contributor to MorningstarAdvisor.com and Horsesmouth.com.
Dealing With a Client's Sudden Death, (Dow Jones January 7, 2011) Helen discusses her experience and approach to helping the survivors of clients who unexpectedly die.
Congratulations to Helen Modly, recognized in the November, 2010 issue of Washingtonian Magazine as one of the area's top Fee-Only Wealth Managers
Focus supports the Cherry Blossom Breast Cancer Foundation. Tommie, Stef, Piper and Sandi participated in the Cherry Blossom walk on October 10. Sandi and her husband, Jim Atkins, are on the Board of the Foundation and Focus has been a proud sponsor of the walk for 4 years. The funds raised stay in Loudoun and Fauquier Counties to support breast cancer prevention and treatment efforts.
We've moved. We are pleased to announce our move to 112 West Washington Street, Suite 201 (across from the Middleburg Post Office) Our mailing address remains the same (PO Box 327, Middleburg, VA 20118). Our phone numbers have changed: PH 540-931-9051, FX 540-931-9024.
Congratulations Helen L. Modly, CFP, ChFC who has been selected as the 2010 Financial Planner of the Year by the membership of the Financial Planning Association – National Capital Area (FPA-NCA).
Financial Planning That Lasts Forever, (WSJ, "Your Voices" Sept. 28, 2009) Helen discusses CFP Board of Standards, Revised Standards.
Saving Grace, (Investment Advisor, June 1, 2009) Tommie Monez is quoted on client management.
The Mess They Left (FiLife.com, a WSJ Partner, April 13, 2009) Helen is quoted on estate administration.
A Time for Giving (The Wall Street Journal, April 13,2009), Helen explains why "Now is a good time to consider a GRAT"
Retirement Portfolios & ETF’s (Research Magazine, March 18, 2009) Helen discusses the pros and cons of exchange traded funds.
Emerging Markets: Time to Invest (Business Week, March 4, 2009) Helen is quoted on investment strategies in emerging markets.
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