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PEOPLE FIRST APPROACH

Financial Planning and Wealth Management Services

Achieve greater clarity of your financial decisions by aligning your core values and life goals, and ensuring decisions reflect in full transparency what truly matters to you.

Our Institutional Partners

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Our expertise includes:

  • Comprehensive Financial Strategies
  • Family Office Services
  • Career Transition Strategies
  • Business Exit Strategies
  • Philanthropy Coordination
  • Special Needs Planning
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Featured in

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"One of the highest honors is to be invited into someone's family and given the trust and responsibility of helping them carry forward their legacy successfully."

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Frank Paré, CFP®, CAP®, ChSNC®

President and Managing Partner

PF Wealth Management Group

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Jocelyn D. Wright, MBA, CFP®, RICP®

Managing Partner

PF Wealth Management Group

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"Our approach combines personalized strategies with a deep understanding of our clients unique needs to help them achieve their goals with confidence and clarity."

Wealth Management Services

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Family Office Services

Gain confidence and control over your wealth through our coordinated team of fiduciary advisors who manage your investments, taxes and estate planning, freeing you to focus on what matters most while we handle the complexities of your financial life.

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Career Transition Strategies

The term “Retirement” is so 1960s. Transitioning to doing more of what you want is the new goal. We can help with planning strategies and the details needed for a more successful second, third, or fourth chapter of your life.

Business Exit Strategies

Choosing to leave your business is a big decision. There is a way to do it that allows you to maximize more of what you want to do after you leave your business. Schedule a 20-minute consultation to start. 

Philanthropy Coordination

We recognize that your legacy and having a positive impact is a core value. Let us help you coordinate your philanthropic efforts and gain greater clarity over the complexities of giving. 

Pro Bono

As a firm, one of the cornerstones of our profession is helping others, and we believe in volunteering our time to provide pro-bono services. We are grateful the clients we work with support the various ways we give back to our local communities. 

Family Office Services

Gain confidence and control over your wealth through our coordinated team of fiduciary advisors who manage your investments, taxes and estate planning, freeing you to focus on what matters most while we handle the complexities of your financial life.

Career Transition Strategies

The term “Retirement” is so 1960s. Transitioning to doing more of what you want is the new goal. We can help with planning strategies and the details needed for a more successful second, third, or fourth chapter of your life.

Schedule a Consultation
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Insights

From PF Wealth Management Group and Focus Partner Advisor Solutions

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Costly Wealth Transfer Mistakes to Avoid

By Erica Green • March 17, 2025
Transferring wealth is a complex process that requires careful planning, clear communication, and regular updates. Your estate plan, which includes your legacy plan and trust documents, ensures that your wealth is distributed according to your wishes. However, without proper planning, costly mistakes—sometimes irreversible—can occur. While estate planning can be an emotional process, it can also...

Reframing Retirement: Focus on Fulfillment

By Focus Partners Advisor Solutions • January 20, 2025
Many individuals work tirelessly to build their wealth over the years. As retirement approaches, the focus often shifts from accumulating wealth to finding ways to truly enjoy it. Why is this so important? Studies show that depression rates among retirees are higher than those of the overall older adult population. Several factors contribute to this trend: identity...

Navigating Conversations About Inheritance With Adult Children

By Buckingham Strategic Partners • November 21, 2024
With families gathering and adult children returning home for the holidays, this could be a good time to initiate an important conversation with them about family legacy planning and wealth transfers. While this conversation can be difficult, it’s best to be fully transparent about your intentions and your adult children’s role in your estate planning....
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From Our Managing Partners