Your family. Your business. Our focus.
Focus Wealth Management
561-776-2552
855-809-5039
855-349-8458
3801 PGA Boulevard
Suite 1000
Palm Beach Gardens, FL 33410
Focus Wealth Management offers a highly personalized approach that helps you simplify the challenges that come with protecting, growing and transitioning wealth. Providing an individualized experience, our disciplined process focuses on helping you define and achieve your goals wherever you are in life.
With the knowledge and understanding that comes from decades in the industry, our team is dedicated to providing timely guidance for the full cycle of your personal and business needs. Our integrated process works to harmonize all aspects of your financial life and protect the lifestyle you have so carefully built. We promise to help provide:
- The comfort and confidence that comes from a team who truly cares about you
- The accountability of a global network of financial professionals dedicated to each generation of your family
- The highest level access and service, combined with the full resources of a global research and investment leader
- The results that come from a formal financial plan that helps us define success together so you stay on track
Clients
How will you support the nuanced needs of my situation?
We don’t follow a standardized approach to wealth management. Our solutions are tailored to the families and business owners we work with.
Planning
How will you integrate all aspects of my financial life into one plan?
A fully coordinated plan considers all aspects of your personal and business life, your estate goals and your asset protection concerns.
Investments
How will you help me grow and protect my wealth?
As discretionary portfolio managers, we tailor your asset allocation and risk management to your unique situation. We’ll help make sure you are prepared for opportunities and protected in times of market turbulence.
Collaboration
How will we work together?
By offering high-touch service, our goal is to simplify your financial life with a broad professional network and a consistent approach to managing your wealth.
Jim Mahoney has been recognized as an industry leader
- Forbes Best-In-State Wealth Advisors, 2018
- Barron’s Top 1,200 Financial Advisors, 2014-2018
- Barron’s Top 1,000 Financial Advisors, 2009-2013
Trey Mahoney, III has been recognized as an industry leader
- On Wall Street Top 40 Advisors Under 40, 2020
- Forbes Top 250 Next-Gen Wealth Advisors, 2019
- UBS Top 35 Under 35, 2019
- Forbes Best-In-State Wealth Advisors, 2020
Peter Foley, Jr. has been recognized as an industry leader
- Forbes Best-In-State Wealth Advisors, 2020
Start planning for your future today
Our perspectives
Insights