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Focused Wealth

Driven by an entrepreneurial spirit, we actively seek opportunities to challenge the status quo, overcome obstacles, and discover innovative solutions that ensure long-term capital growth and preservation.

Our Clients

We do not seek to be all things to all people. As a firm, we seek a smaller number of relationships so that we can have the most impact. We serve both individual and institutional clients.

Episodes

3 hours ago

March 29, 2025 - Wall Street, do we have a problem?

3 hours ago

Saturday Mar 15, 2025

March 15, 2025 - Boom, Bust, Repeat: Are We Racing Back to All-Time Highs?

Saturday Mar 15, 2025

Monday Mar 10, 2025

March 8, 2025 - Markets do go down. Now what?

Monday Mar 10, 2025

Sunday Mar 02, 2025

March 1, 2025 - Not all firms are created equally. Why we stand above the rest!

Sunday Mar 02, 2025

Thursday Feb 13, 2025

February 15, 2025 - Tax reduction and defined outcomes. Does it get better?

Thursday Feb 13, 2025

Wednesday Feb 12, 2025

February 8th, 2025 - Roth conversion with no tax implications?

Wednesday Feb 12, 2025

Friday Jan 10, 2025

January 11, 2025 - What will happen in 2025, up or down?

Friday Jan 10, 2025

Thursday Nov 21, 2024

November 23, 2024 - Tax reduction is a year round activity!

Thursday Nov 21, 2024

Saturday Nov 09, 2024

November 9, 2024 - What does a Trump will mean?

Saturday Nov 09, 2024

Friday Oct 25, 2024

October 26, 2024 - What if?

Friday Oct 25, 2024

Thursday Oct 10, 2024

October 12, 2024 - Now is the time! Don't wait for the market to go down, or up?

Thursday Oct 10, 2024

Thursday Sep 26, 2024

September 28, 2024 - Rate cut? Good or bad? Should we be concerned?

Thursday Sep 26, 2024

Monday Sep 16, 2024

September 15, 2024 - If they cut rates is that actually a vote of confidence?

Monday Sep 16, 2024

Friday Aug 23, 2024

August 24, 2024 - If not now, when? Tax reduction is now not optional!

Friday Aug 23, 2024

Friday Aug 09, 2024

August 10, 2024 - Now that was volatility! More to come? November? Recession?

Friday Aug 09, 2024

Every Saturday from 10-11 AM on WLS-AM 890

Focused Wealth

Our Clients

We do not seek to be all things to all people. As a firm, we seek a smaller number of relationships so that we can have the most impact. We serve both individual and institutional clients.

Episodes