Rhode Island
Proudly Serving Rhode Island
Rhode Island
24 Albion Rd
Suite 440
Lincoln, RI 02865
Your Rhode Island Team
Harold "Skip" Briggs, Jr.
CPA, PFS, CFP®
Wealth Advisor
Christopher Ricci
CFP®
Wealth Advisor
Nolin Frias
CFP®, CIMA®, CPWA®, CSRIC™, NSSA®
Wealth Advisor
Kevin Tremor
Associate Wealth Advisor
Dawn Filliatreault Wood
FPQP®
Associate Wealth Advisor
Candace Furtado
WMS™
Client Relationship Specialist
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Enjoy some of our latest resources
May 12, 2025
Monthly Investment Commentary: May 2025
Global commerce is facing new challenges as trade tensions and international politics reshape the landscape. Where a company earns its revenue is becoming a major factor that sets it apart from the competition. In this article, Focus Partners’ Jason Blackwell explores these trends and the implications for investors.
Read the article
May 06, 2025
Investment Lessons from Recent Market Volatility
April brought many twists and turns for markets. In this video, Focus Partners’ Kevin Grogan breaks down a whirlwind month, including what led to the market swings and some key lessons for investors.
Watch the video
April 30, 2025
Market Perspectives: Q1 2025
What factors influenced the markets in the first quarter of 2025 and how could these developments impact investors?
Read the article