Focus Wealth Management is a financial concierge service based in Coral Springs, FL, offering personalized attention and unbiased advice to individuals seeking assistance with their financial needs. With a mission to bring expertise, convenience, and transparency to clients' financial lives, the firm does not recommend or sell any financial products, ensuring genuinely unbiased service and information. They work in collaboration with clients' existing advisors, including accountants, attorneys, and financial investment advisors, to clarify goals and formulate plans for achieving them in areas such as financial analysis, estate analysis, debt analysis, and more.
Financial Concierge Solutions, a division of Focus Wealth Management, serves as an advocate for clients by collecting, reviewing, and analyzing financial-related information from third parties, presenting it in a manner that allows clients to make better-informed decisions. The firm's representatives are not licensed in investments, certain insurances, or mortgage brokering, and therefore do not recommend any financial products in these areas. They do not offer tax, investment, or legal advice, but work alongside professionals specializing in these fields to provide comprehensive financial solutions.
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