Giving You More Time To Do What's Meaningful To You.
Schedule Your
20-Minute Initial Wealth Management Consultation
Please fill out the form below and we'll set up an appointment for you.
Send Us A Message
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
Our expertise includes:
- Comprehensive Financial Strategies
- Family Office Services
- Career Transition Strategies
- Business Exit Strategies
- Philanthropy Coordination
- Special Needs Planning
Featured in
"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."

Frank Paré, CFP®, CAP®, ChSNC®
President and Managing Partner
PF Wealth Management Group

Jocelyn D. Wright, MBA, CFP®, RICP®
Managing Partner
PF Wealth Management Group
"Our approach combines personalized strategies with a deep understanding of our clients unique needs to help them achieve their goals with confidence and clarity."
Insights
From PF Wealth Management Group and Focus Partner Advisor Solutions


