Focused Wealth Strategies, Pc
Focused Wealth Strategies, Pc (CRD# 141753) is a financial advisory firm headquartered in , . They manage $27,096,000 in 86 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management27MILLION
Total Number of Accounts86ACCOUNTS
Average Account Value$315,070
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Lisa Woodside (CRD# 5090345) is an Investment Advisor Representative working at Focused Wealth Strategies, Pc in Scottsdale, AZ and has over 11 years of experience in the finance industry. Lisa Woodside has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
John Woodside (CRD# 5230530) is an Investment Advisor Representative working at Focused Wealth Strategies, Pc in Scottsdale, AZ and has over 10 years of experience in the finance industry.