Broker Check

Welcome to Focus Wealth Management

Focus Wealth Management, LLC is a comprehensive financial services firm committed to helping our clients improve their long-term financial independence. Our customized programs are designed with the goal to grow, and conserve our clients’ wealth by delivering an unprecedented level of personalized service.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (513) 942-0445. We look forward to hearing from you.

Our commitment to you

Focus Wealth Management is a highly trained and skilled group of experienced LPL Financial advisors dedicated to serving you. Allow our professional team with a collective 48 years of experience to work for you.

We’ll begin by listening and understanding your goals and dreams. After an in depth analysis, we’re then prepared to offer suggestions, recommendations, and a plan to assist you towards your goals. We’ll answer your questions

Give us a call today to begin taking an active role in pursuing your financial future. Initial consultations are complimentary.

Retirement Guidance

One-size fits all policies are best left to vacation bike helmets. At Focus Wealth Management, we specialize in tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level.

Protecting your Legacy

Uncertainty leaves room for opportunity. At Focus Wealth Management, we can manage tomorrow by planning today. As Warren Buffett said, you can sit in the shade tomorrow because of the tree you planted today.

Wealth Management

Growing your wealth requires patience and foresight. With our time-tested investment strategies, we’ll help you pursue long-term profitability through short-term planning.

Insurance Services

A good defense is the best offense. Let Focus Wealth Management surround you and your family with our comprehensive insurance policies.

Our Areas of Expertise

Market Summary

Investment Management

Let us guide you through the complicated investment landscape of today’s markets. We focus on your specific needs and desires in order to develop and manage a unique portfolio designed for your specific goals and objectives.

Learn More

Retirement Services

Prior to, and in retirement you will be faced with many difficult financial decisions. Let us assist you with them to allow you to focus on enjoying your golden years.

Learn More

401k & IRA Rollovers

Managing your company’s 401k program can seem complicated, but Focus Wealth Management will make it easy. Our strategies will leave your employees in good standing to resolve.

Learn More