General Info

Focus Wealth Planning is a financial services firm located in Concord, NC. The firm offers a wide range of financial planning services, including portfolio management, retirement strategies, risk management, estate strategies, life insurance, and more. The firm also specializes in working with high net worth individuals and families. Focus Wealth Planning is committed to providing its clients with the highest level of service and support. The firm's experienced and knowledgeable team of financial advisors will work with you to develop a personalized financial plan that meets your individual needs and goals. If you are looking for a trusted financial advisor, Focus Wealth Planning is the perfect choice for you.