Focused Wealth Management
Finance · New York, United States · 11-50 Employees
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Overview
Headquarters
11 Balmville Rd, Newburgh, New York, 125...Phone Number
(845) 691-4035Website
www.focusedwealthmgmt.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Focused Wealth Management
Focused Wealth Management is an SEC Registered Investment Advisory firm established in 1994, dedicated to providing asset management solutions and services to clients including high net worth individuals, foundation boards, and retirement plan sponsors. With over 150 years of combined financial experience, the firm focuses on tailored investment strategies that encompass portfolio construction and risk management. The firm aims to assist clients in achieving their financial goals through a comprehensive approach to wealth management. Focused Wealth Management operates as a branch office of Osaic Wealth, Inc., enhancing its service offerings as a registered broker/dealer.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Focused Wealth Management
<$5M
11-50
Private
-
1994
JL
Justine LeaseController & Client Solutions Associate
Company Profile Activity
Activity Insights
Focused Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Focused Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Focused Wealth Management.
Focused Wealth Management Tech Stack
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Focused Wealth Management News & Media
Focused Wealth Management’s Philip J. DeAngelo Appointed to Schwab Advisor Services Advisory Board
NEWBURGH, N.Y.--(BUSINESS WIRE)--Philip J. DeAngelo, managing director of Focused Wealth Management, an investment management firm serving clients in the individual, corporate, retirement plan, endowment and foundation marketplaces, has been named to the Schwab Advisor Services Advisory Board. Described by Schwab as “one of our most important client listening posts for gathering insights from advisors,” DeAngelo has been appointed to a two-year term. The Schwab Advisory Board, made up of just 2U.S. Rep. Sean Patrick Maloney Appears on Focused Wealth Management’s “2 Question Tuesday”
NEWBURGH, N.Y.--(BUSINESS WIRE)--Focused Wealth Management, an investment management firm serving clients in the individual, corporate, retirement plan, endowment, and foundation marketplaces, under the direction of firm owner and Managing Director Philip J. DeAngelo, is honored to announce that U.S. Representative Sean Patrick Maloney (D-NY18) is the special guest this week on the firm’s video series 2 Question Tuesday. 2 Question Tuesday is a weekly program produced by Focused Wealth ManagemeFocused Wealth Management Surpasses $1 Million in Charitable Donations
NEWBURGH, N.Y.--(BUSINESS WIRE)--Focused Wealth Management, an investment management firm serving clients in the individual, corporate, retirement plan, endowment and foundation marketplaces, under the direction of firm owner and Managing Director Philip J. DeAngelo, announced today the firm has exceeded its decade-long goal of donating at least a million dollars to local charities. Over the past 10 years, Focused Wealth Management, Phil DeAngelo and his wife, Tina DeAngelo, have collectively gFocused Wealth Management Develops Annual Scholarship Fund for Newburgh’s Mount Saint Mary College
NEWBURGH, N.Y.--(BUSINESS WIRE)--Focused Wealth Management, an investment management firm serving clients in the individual, corporate, retirement plan, endowment and foundation marketplaces, under the direction of firm owner and Managing Director Philip J. DeAngelo, is honored to announce the development of its annual $5,000 scholarship fund with Mount Saint Mary College in Newburgh. This scholarship is deeply meaningful to DeAngelo and his wife, Tina, who have been investing in the city of Ne
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Focused Wealth Management is an SEC Registered Investment Advisory firm established in 1994, dedicated to providing asset management solutions and services to clients including high net worth individuals, foundation boards, and retirement plan sponsors. With over 150 years of combined financial experience, the firm focuses on tailored investment st... Read More
