Knowledge. Experience. Trust.
At Focused Wealth, LLC we are committed to helping our clients plan for their financial security. We provide financial, investment, and estate planning solutions that work together to support your unique needs and objectives.
Dot Yandle, CPA/PFS, has been a trusted advisor for over 25 years. She exceeds her clients' expectations by delivering exceptional knowledge and guidance. She has successfully combined her tax expertise and wealth management experience to lead clients confidently toward their specific goals.
Our team is wholly dedicated to meeting the diverse goals and needs of our clients. With unwavering commitment, we prioritize delivering service that is not only comprehensive but also tailored to each individual's unique circumstances. We understand that every client comes with their own set of aspirations and challenges, and we ensure that our service is both responsive and adaptable, evolving alongside our clients' ever-changing financial landscapes.
MEET OUR TEAM
Our team of professionals have decades of collective experience. Regardless of your financial management needs, we have the skills necessary to help you succeed.
Our success is measured by helping you define your direction with trust, confidence, and respect. We look forward to working with you.
