Rhode Island
Proudly Serving Rhode Island
Rhode Island
24 Albion Rd
Suite 440
Lincoln, RI 02865
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Your Rhode Island Team
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Harold "Skip" Briggs, Jr.
CPA, PFS, CFP®
Wealth Advisor
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Christopher Ricci
CFP®
Wealth Advisor
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Nolin Frias
CFP®, CIMA®, CPWA®, CSRIC™, NSSA®
Wealth Advisor
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Kevin Tremor
Associate Wealth Advisor
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Dawn Filliatreault Wood
FPQP®
Associate Wealth Advisor
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Candace Furtado
WMS™
Client Relationship Specialist
Dig even deeper.
What’s it like to become a Focus Partners client? Download our "Experience Is Everything" brochure to learn more.
Enjoy some of our latest resources
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March 18, 2025
Two-Minute Market Focus
In this episode, Todd Jones of Focus Partners' Investment Strategy team provides an update on the recent drawdown in stocks and explores if the outperformance in international developed stocks over domestic stocks could be a sign of an investable trend shift.
Listen to the podcast -
March 17, 2025
Stuck in the Sandwich Generation: Balancing Caregiving Responsibilities with Personal Well-Being
In this Lifestyle Services webinar, Focus Partners Wealth and Intent Clinical share practical strategies and resources to help you balance caregiving demands while maintaining your well-being and ensuring your loved ones thrive.
Watch the video -
March 17, 2025
Costly Wealth Transfer Mistakes to Avoid
Transferring wealth is a complex process that requires careful planning, clear communication, and regular updates. Your estate plan, which includes your legacy plan and trust documents, ensures that your wealth is distributed according to your wishes. However, without proper planning, costly mistakes—sometimes irreversible—can occur.
Read the article