Pete coordinates the financial planning process and helps identify your goals, recognizing some of those goals will change as your life unfolds and your needs evolve. He and his team implement customized strategies all as a part of the proprietary process, The Focus FORMula.
What We Do
Our team specializes in meeting the needs of successful families and top-of-their-field professionals who aspire to a work-optional lifestyle and have the desire to secure a family investment legacy.
Lori Petruso Sobin | Financial Advisor
Lori implements a wide array of strategies to help clients achieve a reasonable rate of return on their investments, while focusing on downside protection. By focusing on steady, consistent results, with a well-thought-out plan, she gives her clients confidence and comfort in their retirement.
Our Other Professional Resources
As needed, we take a collaborative approach with other relevant professionals. This additional expertise is part of our process to help you pursue your wealth and lifestyle goals.
Our Strategic Partners Include:
Tax Specialist (Individual, Business and Estate)
Real Estate Professional (Commercial and Residential)
Employee Benefit Specialist
Elder Law Attorney