Broker Check

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.

Peter Petruso

Managing Partner, Financial Advisor


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.

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 helps give her clients confidence and comfort in their retirement.

He who has a WHY to live for can bear almost any how.
- Friedrich Nietzsche

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)

  • Business Advisor

  • Employee Benefit Specialist

  • Elder Law Attorney

  • Estate Planner

  • Medicaid Expert

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