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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.

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Our Institutional Partners

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"Building our firm so the people who choose us speak positively about their experience, where other people want to come and be a part of that."

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Jocelyn D. Wright, MBA, CFP®, RICP®

Managing Partner

PF Wealth Management Group

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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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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
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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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From Our Managing Partners

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Insights on Current Events

From PF Wealth Management Group and Buckingham Strategic Partners

2025 Tax Planning: Considerations and Opportunities

By Buckingham Strategic Partners • December 2, 2024
As we move into 2025, the key tax question is the future of the 2017 Tax Cuts and Jobs Act (TCJA), which introduced significant changes to the tax code with provisions set to expire at the end of next year. Following the 2024 election, which resulted in Republican control of the White House, the Senate,...

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....

Cybersecurity and Social Media: Keeping Your Financial Information Safe

By Buckingham Strategic Partners • November 18, 2024
While social media can be a fun way to stay connected with friends and family, it does come with some financial risks. This article explains how your personal information can be at risk through your social media accounts and provides tips to protect yourself. Did you know that around 60% of the global population uses...
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5 Financial Decisions to Consider Before Year-End

By Buckingham Strategic Partners • November 13, 2024
In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan covers five key financial items that may need your attention before the year is up. Make intended retirement plan contributions. For employer-sponsored accounts, like a 401(k) account, be sure to make your contributions before December 31, especially if your employer offers a match. The...

The Corporate Transparency Act: What Business Owners Need to Know

By Buckingham Strategic Partners • November 1, 2024
The Corporate Transparency Act (CTA), enacted in 2021, aims to curb illicit activities such as tax fraud, money laundering, and terrorist financing by requiring more detailed ownership information for certain U.S. businesses. Under this legislation, businesses that meet specific criteria must file a Beneficial Ownership Information (BOI) Report with the U.S. Department of Treasury’s Financial...
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Romance in Retirement: Financial Considerations When Marrying Later in Life

By Buckingham Strategic Partners • October 21, 2024
Finding a partner whom you love and want to spend your life with is such a beautiful thing. However, for those in retirement, deciding whether to get legally married comes with unique decisions and possible ramifications, both good and bad. Before you reach out to a wedding planner, it may be wise to talk with...
See All Insights
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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.

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