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Christopher R

CFP®, Series 65, Series 66

Lincoln, RI

Focus Partners Wealth, LLC

Christopher Ricci is a CFP® professional with 18 years of industry experience. He is currently affiliated with Focus Partners Wealth, LLC and has held prior roles at The Colony Group, Buckingham Strategic Wealth, Briggs Advisory Group, and 1st Global entities. Ricci's background includes extensive work in wealth advisory services across multiple firms. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm offers a comprehensive range of services such as investment management, financial counseling, family office solutions, retirement plan fiduciary services, tax and business management, and sub-advisory solutions, employing a tax- and fee-sensitive, long-term investment approach that integrates fundamental and quantitative analysis.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Nolin F

CFP®, Series 66

Lincoln, RI

Focus Partners Wealth, LLC

Nolin Frias is a Certified Financial Planner (CFP®) with 12 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Buckingham Strategic Wealth, Briggs Advisory Group, and John Hancock entities. Focus Partners Wealth, LLC serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach combining fundamental and quantitative analysis, and offers a broad range of wealth management services along with access to affiliated products and specialized investment options.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Kevin T

Series 63, Series 65

Lincoln, RI

Focus Partners Wealth, LLC

Kevin Tremor is a financial advisor with Focus Partners Wealth, LLC and holds Series 63 and Series 65 licenses. He has 19 years of industry experience, including previous roles at Morgan Stanley, Briggs Advisory Group, and Buckingham Strategic Wealth. Outside of his advisory work, he co-owns a travel booking business serving family and friends. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies within an enhanced open architecture framework.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Dawn F

Series 63, Series 66

Lincoln, RI

Focus Partners Wealth, LLC

Dawn Filliatreault Wood is a financial advisor at Focus Partners Wealth, LLC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including The Colony Group, Buckingham Strategic Wealth, Briggs Advisory Group, and 1st Global Advisors. Wood serves as President of the Board of Directors for the Rhode Island Saltwater Anglers Association and Foundation, a nonprofit focused on recreational fishing and marine conservation. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses, utilizing a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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