FOCUS Wealth Advisors, LLC
Financial Services
2200 Post Oak Blvd
7 employees
- Employees
- 7
- Contacts
- 1
- Emails
- 1
FOCUS Wealth Advisors, LLC Overview
- Headquarters
- 2200 Post Oak Blvd
- Phone Number
- Available in AeroLeads
- Website
- focus-wa.com
- Industry
- Financial Services
- Employees
- 7
- Founded
- 2011
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About FOCUS Wealth Advisors, LLC
FOCUS Wealth Advisors, LLC, was established to provide skilled financial guidance, advice and service to those high net-worth individuals, families and business owners who are facing financial transition and who seek an independent and non-biased alternative to the large banks and investment firms. Independence is the cornerstone from which FOCUS Wealth Advisors was built and is the spirit that guides the services we offer, the advice we give and the solutions we deliver. This independent spirit is combined with our group’s collective experience to provide those we serve with confidential, prudent and disciplined attention to their multi generational wealth needs. We welcome the opportunity for you to join us on this journey of independence, choice, transparency and mutual cooperation as you, your family and/or your business encounter the many opportunities that lie ahead.
FOCUS Wealth Advisors, LLC Contact Details
- People in AeroLeads
- 3
- With contact data
- 1
- Email contacts
- 1
- 33.3% coverage
FOCUS Wealth Advisors, LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Ann P. | Manager of Operations & Client Services | Houston, Texas, United States |
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|
| Ric Bertsch | President, Focus Wealth Advisors L.l.c. | Margate City, New Jersey, United States |
Email
|
| Charless Pollard | Client Relationship Manager | Houston, Texas, United States |
View
|
Employees by Management Level
Executive
2 profiles
Manager
2 profiles
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 2 | 2 | 1 |
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