Southfield, MI Office

Andrew Bass is a financial advisor with Focus Partners Wealth, LLC in Southfield, MI, holding the PFS™ designation along with Series 65 and Series 66 licenses. He has 16 years of industry experience, including prior roles at Kovitz Investment Group Partners, LLC and Telemus Capital LLC. Bass is the sole owner and Chief Wealth Officer of Integrated Wealth and Tax Strategies, LLC, a consulting and tax advisory business currently inactive. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Ari Fischman is a financial advisor with Focus Partners Wealth, LLC, holding the CFP® designation and Series 63 and 66 licenses, with 24 years of industry experience. He has held roles at several firms including Kovitz Investment Group Partners and Lion Street Financial. Outside of his advisory work, he serves on the Pension and Insurance committee for the Jewish Federation of Metro Detroit and sits on the Board of Directors for Hillel Day School, where he contributes to the endowment committee and strategic planning. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs 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.

Robert Hochkins is a financial advisor at Focus Partners Wealth, LLC with 11 years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at Kovitz Investment Group Partners, LLC and Telemus Capital LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, third-party managers, and private funds.

Dominic Morello is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining Focus Partners Wealth, he held roles at Kovitz Investment Group Partners, Bussa Financial, and Jackson Insurance. He is also the owner and former CEO of Suburban Softwash LLC, a non-investment-related business. Focus Partners Wealth serves a wide range of clients including individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial planning, and investment advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds.

Thomas Munoz is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Kovitz Investment Group Partners, LLC and Telemus Capital, LLC among other firms. Munoz has also been involved with Annual Giving at Central Michigan University. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients by providing wealth management, financial and tax planning, retirement plan consulting, and access to private and registered pooled investment vehicles. The firm employs an enhanced open architecture investment approach that combines active and passive strategies along with fundamental and quantitative analysis.

Lyle Wolberg is a CFP® with 16 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2026. He previously worked at Kovitz Investment Group Partners, LLC and spent over a decade at Telemus Capital LLC and Telemus Investment Management, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Robert Stone is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. He previously worked at Telemus Capital LLC and Kovitz Investment Group Partners, LLC. Stone holds Series 63 and Series 65 licenses. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Trever Helmstead is a CFP®, CFA®, and Series 63-licensed advisor with 18 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Telemus Capital, and Bank of Ann Arbor. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients, including ERISA retirement plans. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Joshua Levine is a CFP® professional with 16 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2026. His prior roles include positions at Kovitz Investment Group Partners, LLC and Telemus Capital LLC, where he worked for over a decade. Levine is a member of Weatherwood Partners LLC and participates on the Investment Committee for Temple Israel, a religious organization. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach blending active and passive strategies alongside private funds and third-party managers.

Ruth Impastato is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She holds a Series 65 designation and has previous experience at Kovitz Investment Group Partners, Telemus Capital, and Sentinel Benefits & Financial Group. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Adam Pawloski is a CFP® and holds a Series 66 license with 15 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, LLC, Telemus Capital, LLC, and Raymond James & Associates. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Brandon Shimoun is a CFP® and holds a Series 66 license with three years of industry experience. He currently works at Focus Partners Wealth, LLC and previously held positions at Goldman Sachs, Comerica Bank, Bank of America, Merrill Lynch, and Fidelity Investments. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and corporate and institutional clients with comprehensive wealth management and advisory services. The firm employs 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.

Brian Babcock is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked previously at Telemus Capital LLC and Kovitz Investment Group Partners, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Natalie Gordon is a Series 65-licensed financial advisor with four years of industry experience. She currently works at Focus Partners Wealth, LLC and previously held roles at Kovitz Investment Group Partners, LLC and Telemus Capital, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management, investment management, and consulting services. The firm employs 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.