• Wealth Focus - Financial Planning

    Organize the important data in your financial world.

    Start Planning
  • Wealth Focus - Asset Management

    A modern approach to investment management.

    Open an Account
  • Wealth Focus - Insurance Planning

    Providing financial protection for your family is simple.

    Get a Quote

Wealth Focus is a modern approach to financial planning. Our intuitive platforms provide you with simple and self-guided financial, asset and insurance planning tools, combined with the ability to collaborate with an experienced Financial Advisor.*

 

Financial Planning

 Our free financial planning tool* will allow you to aggregate your financial information into one, secure location. This information will help you to gain insight as to where you are now and how you can plan for the future.

Investment Management

We give you the option to either manage your assets on your own through our easy to use management system; or combine the latest technology with the qualified advice of a professional financial advisor.*

 Insurance Planning

Our quote calculator takes the inconvenience out of searching for the right policy. You aren’t limited to one carrier and it will help to find the most affordable option for you.

What is your risk number?

Have you ever wondered if your risk tolerance actually matches your investment portfolio? With the Riskalyze tool, you can do just that – pinpoint your risk and assess if your portfolio truly fits. The patented Risk Number® technology objectively calculates an investor’s true risk tolerance utilizing a scientific framework that won the Nobel Prize for Economics.

 We believe that investors should have knowledge in hand. This no-cost** risk evaluation will help you to better analyze your feelings about risk and market fluctuations, and to see if it may be time to re-align yourself with your financial goals.

Plan for your financial future on your time.

If you ever need help, we will be there for you.

We have created streamlined process to help you along your financial journey. We have gathered the financial tools needed to identify, build, and manage your entire financial picture while giving you the power to choose what approach is best for you.

Each section of the process will walk you through a simple account set up and guide you along as you plan for you goals, manage your investments, and review and apply for life insurance coverage. If you ever have any questions or concerns, please contact us.*

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