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CONTACTS AT FOCUSWEALTHADVISORS.COM

Focus Wealth Advisors LLC.

Richard Bertsch

PO ●●●549

Lon●●●ort , NJ, 08403

US

1.60●●●●5850
fo●●●●●●●●●●●●●●●●●●●●@hotmail.com

View this contact

Focus Wealth Advisors LLC.

Richard Bertsch

PO ●●●549

Lon●●●ort , NJ, 08403

US

1.60●●●●5850
fo●●●●●●●●●●●●●●●●●●●●@hotmail.com

View this contact

Focus Wealth Advisors LLC.

Richard Bertsch

PO ●●●549

Lon●●●ort , NJ, 08403

US

1.60●●●●5850
fo●●●●●●●●●●●●●●●●●●●●@hotmail.com

View this contact

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1

Account Services

http://www.focuswealthadvisors.com/id8.html

Focus Wealth Advisors L.L.C. TD AMERITRADE INSTITUTIONAL SERVICES. Focus Wealth Advisors L.L.C. A Registered Investment Advisor. Post Office Box 190. Somers Point, NJ 08244-0190.

2

Mission Statement

http://www.focuswealthadvisors.com/id2.html

Focus Wealth Advisors L.L.C. The Focus Wealth Advisors LLC strives to manage, coach, and assist those individuals seeking to successfully achieve both financial and non-monetary goals and rewards through their life cycles. Only through this trusted team approach can both our clients and Focus Wealth Advisors LLC. gain their maximum growth and potential. Focus Wealth Advisors L.L.C. A Registered Investment Advisor. Post Office Box 190. Somers Point, NJ 08244-0190.

3

Focus Wealth Advisors L.L.C. Home

http://www.focuswealthadvisors.com/index.html

Focus Wealth Advisors, L.L.C. is a New Jersey and South Carolina State Registered Investment Advisor. As such our services may be limited to a select number of residents in other states. Our trusted senior management has provided our clients with over 70 cumulative years of successful financial advice. Registered Investment Advisor not Stockbrokers or FINRA Registered Representatives. We charge no commissions and no loads of any kind in any of our managed investment accounts.*. Is bringing the future.

4

FMA in Detail

http://www.focuswealthadvisors.com/id7.html

Focus Wealth Advisors L.L.C. FOCUS MANAGED ACCOUNT PORTOLIOS. The Focus Managed Account Portfolio. Is an asset management program created by Focus Wealth Advisors LLC. designed to help you achieve your financial objectives through sound investment strategy. In the past, rebalancing a portfolio may have generated large transaction charges, thereby making this important process uneconomical for smaller investors. THE BENEFITS OF ASSET ALLOCATION TO YOU. FMA SIMPLIFIES ASSET ALLOCATION FOR YOU. The professi...

5

Biographies

http://www.focuswealthadvisors.com/id3.html

Focus Wealth Advisors L.L.C. BIOGRAPHIES FOR KEY PERSONNEL. Richard G. Bertsch. Is a member (owner) of Focus Wealth Advisors, LLC. Ric has been in the financial services industry since 1970 as banker, registered representative, insurance producer and associate advisor. He obtained his Certified Financial Planner (CFP(r) designation in 1989. Ric can be reached at ric.x.bertsch@focuswealthadvisors.com. Joseph F. Folis. Completed his portfolio management curriculum at the College for Financial Planning and ...

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