Focused Alpha Wealth Management logo

Focused Alpha Wealth Management jobs and careers

United States

About Focused Alpha Wealth Management

Focused Alpha is a: boutique wealth management firm that serves successful individuals, flourishing businesses, and passionate not-for-profits empowering, and helping them achive their goals and ovcercome lifes obstacles. Our Mission is: To provide sound advice, that improves the lives of our clients The advice we provide is: • IOU, Independent, Objective, & Unbiased • Customized • Timely • Data-Driven • Conscious of Behavior Biases It is Based on our: • Experience • Understanding of Tail Events • Our ESP processes Emotion Free Simple to Execute Process Driven • Partnerships with Subject Matter Experts • Implementation of Smart Technology The Values that Guide the Advice We Give and Decisions We Make are: • Clients First, All the Time • Help Solve Problems: Big, Little, At Home, In Business, and In Life • Be a Little Better Each Day • Set Expectations, and Then Outshine Them • Give More Than You Take

Founded
2021
Employees
1 to 10
Headquarters
United States

Leadership

The top of Focused Alpha Wealth Management's org chart, with how many people report into each leader.

DBPhoto of Daniel Barotz

Daniel Barotz

President & Senior Advisor

Jobs at Focused Alpha Wealth Management

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