Rochester Hills, MI Office

Jeffrey Palleschi is a CFP® with nine years of industry experience, currently with Focus Partners Wealth, LLC. He has previously worked at The Colony Group, Buckingham Strategic Wealth, LifePlan Financial Advisory Group, Baron Wealth Management, and Plante Moran Financial Advisors. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm emphasizes a long-term, tax- and fee-sensitive investment approach through enhanced open architecture, combining fundamental and quantitative analysis alongside third-party managers and alternative strategies.

Keith Barr is a CFP®, ChFC®, and Series 63 credentialed advisor at Focus Partners Wealth, LLC with 16 years of industry experience. He previously worked at Lifeplan Financial Advisory Group, LLC for 19 years and has held roles at Buckingham Strategic Wealth, LLC and The Colony Group, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, 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, separate account managers, private funds, mutual funds, and ETFs.

Catherine Gearig is a CFP® with 15 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, LLC and LifePlan Financial Advisory Group, LLC. 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 combines active and passive strategies within an enhanced open architecture framework.