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Matthew F
CFP®
Greenwich, CT
Focus Partners Wealth, LLC
Matthew Foster is a CFP® professional at Focus Partners Wealth, LLC with four years of industry experience. He has worked previously at The Colony Group, LLC, Geller Advisors, LLC, and Bessemer Trust. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm emphasizes a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.
Nadine L
CFP®, PFS™, Series 63
Greenwich, CT
Focus Partners Wealth, LLC
Nadine Lee is a CFP® and PFS™ with 13 years of industry experience. She has worked at The Colony Group, LLC since 2013. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.
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