Hngham, MA Office

Heather Canty is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Claro Advisors, Twin Focus Capital Partners, and Wells Fargo. 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 investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies.

Cheryl Wilkinson is a CFP® professional with 20 years of industry experience. She has worked at The Colony Group, LLC since 1997. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework.

Mackenzie Nelson is a CFP® with seven years of industry experience, currently with Focus Partners Wealth, LLC. Prior to joining Focus Partners, Mackenzie worked at The Colony Group, LLC and held multiple roles at Northwestern Mutual including investment services and wealth management between 2014 and 2018. Focus Partners Wealth serves a diverse client base including individuals, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates a wide range of investment strategies and affiliated services.

Daniel Mcdonald is a CFP® professional with 20 years of industry experience. He has been with The Colony Group, LLC since 2000. He is affiliated with Focus Partners Wealth, LLC, a firm that provides wealth advisory and investment management services to individuals, families, institutions, and businesses. Focus Partners employs a long-term investment approach that combines active and passive strategies within a tax- and fee-sensitive framework.

Jack Baird Jr. is a financial advisor with Focus Partners Wealth, LLC in Hingham, MA, holding Series 65 and Series 63 licenses and 11 years of industry experience. He has worked at The Colony Group and Credit Suisse Securities (USA) LLC, with eight years at each firm. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm offers a range of wealth management and advisory services with a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis along with access to third-party managers and alternative investment strategies.

Stephen Stelljes is a CFP® professional with 19 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. He has worked at The Colony Group, LLC since 1998. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a broad client base including individuals, families, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies across various investment vehicles.

Adam Firely is a CFP® professional with eight years of industry experience, currently serving as an advisor at Focus Partners Wealth, LLC since 2021. Prior to this, he worked at myCIO Wealth Partners, LLC from 2016 to 2020. 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 investment approach emphasizing tax and fee sensitivity within an enhanced open architecture framework that integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

William Weydemeyer is a CFP® professional with 13 years of industry experience. He is affiliated with Focus Partners Wealth, LLC and has worked at The Colony Group, LLC since 2006. 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 emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies across a range of private and registered funds.

Jay Lupica is a financial advisor at Focus Partners Wealth, LLC based in Hingham, MA. He holds a Series 65 designation and has 18 years of industry experience. He has been with The Colony Group, LLC since 2000. 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 investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies across various asset classes.

Brandon Arnold is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at The Colony Group, LLC and The Hartford. 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 within an enhanced open architecture framework that combines active and passive strategies, alongside a range of specialized investment programs and fiduciary services.

Erin Manganello is a CFP® and holds a Series 65 license with 21 years of industry experience. She has worked at The Colony Group, LLC since 2012. 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 investment approach that integrates active and passive strategies within an enhanced open architecture framework and offers a range of services including portfolio management, financial counseling, tax compliance, and fiduciary consulting.

Sean Smyth is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential. He has three years of industry experience, including prior work at GW & Wade LLC and seven years at Square Cafe before entering the financial services field. 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 within an enhanced open architecture framework that integrates active and passive strategies along with various specialized offerings.

Jeffrey Craig is a Certified Financial Planner® with 20 years of industry experience. He has been with The Colony Group, LLC since 2003. He holds the Series 66 license and is based in Hingham, MA. 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.