Greenwich, CT 3 Greenwich Office Park Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$156,039,000,000
ClientsTotal clients
61,002
AdvisorsAdvisors at this office
2
Of 1,035 advisors across 255 offices
Location
3 Greenwich Office Park, Suite 320
Greenwich CT 06831
Advisors at this office
2
Advisors at this office
Matthew F
CFP®
Greenwich, CT
Focus Partners Wealth, LLC
Matthew Foster is a CFP® professional with three years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Geller Advisors, LLC, and Bessemer Trust. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within a tax- and fee-sensitive enhanced open architecture framework.
Nadine L
CFP®, PFS™, Series 63
Greenwich, CT
Focus Partners Wealth, LLC
Nadine Lee is a Certified Financial Planner™ (CFP®) and Personal Financial Specialist™ (PFS™) with 12 years of industry experience. She has been with The Colony Group, LLC since 2013. Lee holds a Series 63 license and is based in Greenwich, CT. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework, combining active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.
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