SPECIAL ADVERTISING SECTION Wealth & Legacy / Wealth Management
Top row( left to right): Christopher Ricci, Dawn Filliatreault Wood, Nolin Frias, Kevin Tremor. Bottom row( left to right): Harold“ Skip” Briggs Jr., Candace Furtado
Focus Partners Wealth is dedicated to not only growing your investments, but also helping to ensure the people you cherish most are cared for in the future. Our goal is to safeguard your financial resources to support your legacy, wealth, and the impact you wish to leave on the world. Discover how we can help!
Services are offered through Focus Partners Wealth, LLC(“ Focus Partners”), an SEC registered investment adviser with offices throughout the country. © 2025 Focus Partners Wealth, LLC. All rights reserved.
FOCUS PARTNERS WEALTH 24 Albion Rd. Suite 440 Lincoln, RI 02865 401-334-3400 wealth. focuspartners. com
The team( bottom left to top right): Donna Sowa Allard, CFP ®, AIF ®; Donald Sowa, CFP ®; Nathan Beauvais, CFP ®, CIMA ®; Daniel Sowa; Steven Beauvais; Wendy Fiola.
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SOWA FINANCIAL GROUP
24 Albion Rd. Suite 340 Lincoln, RI 02865 401-434-8090 sowafinancial. com
When a client places their trust in us to manage their wealth, we are given a great responsibility. As a family business serving the needs of families, we recognize that what matters most to our clients is creating a foundation that will support their loved ones far into the future, and it is our mission to make that a reality.
Securities and advisory services offered through Commonwealth Financial Network ®, member FINRA / SIPC, a Registered Investment Adviser. Advisory services offered through Sowa Financial Group, Inc., a Registered Investment Adviser, and fixed insurance products and services are separate and unrelated to Commonwealth.
From left to right: Josh Wells, NSSA, Manny Rezendes, RICP, WMCP
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THE RETIREMENT FACTORY
225 Newman Ave. Suite 303 East Providence, RI 02916 401-727-2727 retirementfactory. com
We specialize in retirement planning that helps amazing people become great retirees. Our team focuses on the four pillars of retirement: creating personalized strategies to grow and preserve your wealth, preparing you for medical expenses, reducing taxes and ensuring your loved one’ s futures are taken care of. With a thoughtful plan, you can spend more time enjoying retirement rather than worrying about your money.
Advisory services offered through Bountiful Investment Management, LLC, a registered investment advisor.
Gayle M. Jendzejec, ChFC, CLU, CASL, CFS, LUTCF, CEO, president.
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LIFETIME ADVISORS GROUP
1130 Ten Rod Rd. Suite F102 North Kingstown, RI 02852 401-821-0080 lifetimeadvisorsgroup. com
We want to help women feel empowered instead of overwhelmed about their finances. Through a strategy of financial clarity, our goal is to guide women to take control of their economic decisions. Our simplified investment strategies, tax efficiencies and estate planning services utilize the Five Pillars of Holistic Wealth Management. We adhere to a strict fiduciary standard that guides the planning process.
Investment advisory services offered through Prosperity Capital Advisors.
142 RHODE ISLAND MONTHLY I AUGUST 2025