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

Focused Alpha Wealth Management

Daniel Barotz

This department provides strategic direction and oversight for the entire organization.

Focused Alpha Wealth Management

Org chart

Teams

Executive Leadership

Offices

Focused Alpha Wealth Management

Org chart

Teams

Executive Leadership

Offices

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