West Hartford, CT Office

Brett Esterson is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. His prior experience includes roles at Aetna Capital Management, Cigna Investments, Inc., and Aetna CVS. Outside of his advisory work, he is president of Temple Sinai of Newington and heads logistics for the West Hartford Travel Basketball youth sports league. 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, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Gerald Goldberg is a financial advisor at Focus Partners Wealth, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Colony Group, LLC and GYL Financial Synergies, LLC. He is also the managing member of several non-investment related LLCs. Focus Partners Wealth 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 with enhanced open architecture, integrating fundamental and quantitative analysis, and offers a range of wealth management and advisory services across multiple asset classes.

Shane Reilly is a financial advisor at Focus Partners Wealth, LLC with 17 years of industry experience. He holds the Series 66 designation and has worked previously at The Colony Group, LLC and GYL Financial Synergies, LLC. Focus Partners Wealth serves a diverse range of clients 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 that combines fundamental and quantitative analysis with a broad platform of investment and wealth management services.

Nicolas Santos is a financial advisor with Focus Partners Wealth, LLC in West Hartford, CT, holding a Series 65 designation and two years of industry experience. His prior roles include positions at The Colony Group, LLC and GYL Financial Synergies, as well as involvement with the University of Connecticut Foundation and entrepreneurial experience with Brothers Associates Landscaping and Masonry LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate and institutional clients, offering a range of wealth management, retirement plan, and sub-advisory services. The firm employs a tax- and fee-sensitive investment approach with portfolios that may include public equities, fixed income, alternative investments, and overlay strategies, supported by an extensive network of affiliated service companies and product relationships.

Nicole Bailey is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. She holds a Series 65 designation and has previously worked at GYL Financial Synergies, LLC and SS&C Technologies. Focus Partners Wealth provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses, offering both discretionary and non-discretionary portfolio management within a tax- and fee-sensitive investment framework.

Jacob Cohen is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has worked at The Colony Group, LLC, GYL Financial Synergies, and Green Cambridge. His background also includes roles at Harvard Extension University and Dog Days of West Hartford. Focus Partners Wealth provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm emphasizes a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Wendy Duncan is a financial advisor at Focus Partners Wealth, LLC with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at The Colony Group, LLC and GYL Financial Synergies, LLC. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of services from investment management to tax and business management. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis with third-party managers and alternative strategies.

Christopher Rafferty is a CFP® with 18 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His prior roles include several years at Fidelity Investments and a position at GYL Financial Synergies. He serves as Director of the Girls Flag Division for West Hartford Girls Flag Football, organizing practices and advocating for coaching development. Focus Partners Wealth serves a diverse client base including individuals, family offices, corporations, and institutions, offering investment management and a range of wealth-related services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with third-party managers and offers integrated reporting across managed and held-away assets.

Michael Lepore Jr. is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at The Colony Group, LLC since 2024 and has been associated with GYL Financial Synergies, LLC since 2016. Focus Partners Wealth serves a diverse client base that includes individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis with consultant-derived capital market assumptions and third-party managers.