Our Approach

A Road Map to Success:

The foundation of Focus Capital Partners Private Wealth’s business model is sound, objective advice that aims to mitigate risk and maximize reward.

Personalized Planning:

As one of the nation's largest financial services firms, Wells Fargo Advisors Financial Network offers a wide choice of investment vehicles and platforms. Drawing on these vast resources, the Focus Capital Partners Private Wealth professionals help construct tax-efficient portfolios tailored to clients' individual needs, aspirations and risk appetites.

Dynamic and Responsive Portfolio Strategy:

When creating a client portfolio, it is our objective to be both dynamic and responsive. Our goal is to create a needs-based asset allocation based on our client’s goals. We believe this requires an ongoing dialogue with our clients to help ensure that we are always abreast of their ever-changing goals and risk tolerance. We must also be mindful of the financial markets and the significant changes which can occur. This flexible portfolio structure and open dialogue result in a dynamic strategy that can evolve to help meet client needs.

A Step-by-Step Process:

  1. Determine needs, goals and objectives.
  2. Develop an asset allocation strategy to help implement goals and objectives.
  3. Select appropriate investment managers to oversee each asset category.
  4. Review the investment program
Wells Fargo Advisors Financial Network is not a legal or tax advisor.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AZ, CA, CO, FL, IL, IN, KY, NM, NV, NY, OH, OR, PA, TX, UT, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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