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Focused Wealth

EST. AUM
$100,000,000

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Firm Details

Metro area Savannah
CRD Number
Website focusedwealth.com
Client types

Overview

Focused Wealth is an independent wealth management practice based in Bluffton, South Carolina, operating as a DBA of Fiduciary Organization, LLC, a registered investment adviser. The firm was founded by Josh Glenn, CFP®, CEPA®, AAMS®, who previously spent roughly seven years on a family advisory team before establishing the practice as an independent firm. Focused Wealth provides financial planning, investment management, tax planning, estate and legacy coordination, retirement income planning, and business owner and exit planning across eight defined service disciplines. Its client base consists of business owners, physicians, attorneys, and engineers generally in the 30–50 age range, along with pre-retirees, retirees, and inheritors across the Carolinas.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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