Focus Wealth Advisors

At FOCUS Wealth Advisors, LLC, our mission is to help individuals, families, and businesses attain clarity, simplicity, confidence, and purpose in their lives. We strive to deliver this mission by providing independent, personalized, and non-biased financial guidance, advice, and service to those seeking an alternative to large banks and institutional investment firms.

Our Vision

FOCUS Wealth Advisors, LLC was established to provide financial guidance, advice, and service to those individuals, families, and businesses who seek an independent, personalized, and non-biased alternative to the large banks and institutional investment firms. Our independent spirit, combined with almost a century of collective industry knowledge and experience, has allowed us to develop a unique and prudent approach to advising and servicing those clients facing any variety of financial management issues.

Our Team

Our team of experienced professionals is committed to providing exceptional service to our clients. Our team includes Mark A. Frugoni, Founder and Managing Principal; Charles P. Hubert (ret.), Co-Founder Emeritus and FWA Advisory Council; Annelyse D. Frugoni, Principal, CFO, and Director of Human Resources; Ann Peake, Manager, Operations & Compliance; and Charless Pollard, Relationship Manager.

Services

We provide a comprehensive range of services to address the variety of financial matters that individuals, families, and family-owned businesses face. These services include:

• Wealth planning services
• Investment management services
• Family office services
• Business exit planning services
• Business retirement plan services

Who We Serve

FOCUS Wealth Advisors specializes in serving multi-generational families and the businesses these families may own and/or operate. Our client base includes individual or family clients with a minimum asset size of $2 million of traditional investment assets. We also serve company-sponsored retirement plans, with a minimum asset size of $5 million in existing company plan assets.

Why FWA

At FOCUS Wealth Advisors, we take our fiduciary duty to our clients very seriously. As registered investment advisors, we have a legal obligation to always act in our clients' best interests. This means we do not sell investment products and are not compensated in any way based on the outcome of any investment.

Giving Back

We believe that our success is not solely measured by our financial results, but also by the positive impact we have on our community. At FOCUS Wealth Advisors, we are committed to giving back to our community through charitable efforts and sponsorships.