Giving You More Time To Do What's Meaningful To You.
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 approach combines personalized strategies with a deep understanding of our clients unique needs to help them achieve their goals with confidence and clarity."

Jocelyn D. Wright, MBA, CFP®, RICP®
Managing Partner
PF Wealth Management Group
"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
PEOPLE FIRST APPROACH
Values-Based Financial Planning
Live your ideal life knowing you will be protected, with attention spent on what needs to get done.
Our expertise includes:
- Comprehensive Financial Strategies
- Family Office Services
- Career Transition Strategies
- Business Exit Strategies
- Philanthropy Coordination
- Special Needs Planning
From Our Managing Partners
Insights on Current Events
From PF Wealth Management Group and Focus Partner Advisor Solutions



Schedule An Initial 20-Minute Consultation
A financial plan and strategy customized to your unique needs gives you freedom to do what's most important to you.
Please note, if you experience issues using the scheduling feature below, please try here: PF WEALTH MANAGEMENT SCHEDULING or please contact us via the contact form and we will be happy to assist.