Focused Wealth Management
Highly Engaged Employees
Highly Engaged EmployeesFinance · 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
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
Focused Wealth Management Org Chart
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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
