Paul Garozzo is a CFP® professional with one year of experience at Focus Partners Wealth, LLC. He previously worked at Ouellette Wealth Advisory, LLC for three years and BNY Mellon Wealth Management for five years. Garozzo also has a background in academia from his time at Lasell University. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm combines active and passive strategies within a long-term, tax- and fee-sensitive investment approach, offering discretionary and non-discretionary management, financial and tax planning, and access to private and registered pooled vehicles.

Grace Moleski is a CFP®-certified financial advisor with six years of industry experience. She currently works at Focus Partners Wealth, LLC and has previously held roles at Pathstone Family Office, Ameriprise Financial Services Inc, and GEN Financial Management Inc. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.