West Hartford
Discover personalized wealth management with Focus Partners Wealth, your West Hartford financial advisor. Focus Partners Wealth offers trusted local expertise. Let's plan your future.
West Hartford
75 Isham Rd
Suite 310
West Hartford, CT 06107
Focus Partners Wealth is your locally based investment advisor - but we’re also so much more. Our advisors provide financial planning that revolves around your personal values, goals, motivations, and priorities. You’ll find us in West Hartford Center, your neighbor and financial partner passionate about helping you with every aspect of your financial life.
Focus Partners Wealth is a trusted registered investment advisor offering personalized wealth management and financial planning services. We help our clients take control of their financial future through innovative solutions and a strategic, comprehensive approach to financial planning. Our dedicated local team provides advice tailored to your financial goals and is backed by the extensive capabilities and resources of our nationwide network. We aim to be a cornerstone for financial stability in the neighborhoods we serve, committed to helping our clients thrive.
Let our wealth advisors find ways to create new possibilities for you. Take the first step and connect with an advisor today.
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Your West Hartford Team
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Gerald Goldberg
JD, CIMA®
Divisional President
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Christopher Rafferty
CFP®
Director, Advisory Leadership Team
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Michael Lepore
CIMA®
Head, Institutional Consulting
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Brett Esterson
CFA®
Wealth Advisor
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Jacob C. Cohen
CSRIC™
Associate Wealth Advisor
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Gregory Lucente
Lead Institutional Consulting Analyst
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Jeffrey Darien
Regional Vice President
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Austin Monteiro
Institutional Consulting Analyst