Liz Talbot — Managing Director and Senior Wealth Advisor · Focus Partners

Liz Talbot — Managing Director and Senior Wealth Advisor · Focus Partners · Hingham, Massachusetts, United States.

Direct contact

No direct contact on file for Liz yet.

About

I spend my time advising high net worth individuals and families, corporate executives and retirees in all areas of comprehensive wealth management. Focus Partners Wealth is a solutions-oriented wealth management firm with a large team of experienced professionals including investment professionals, attorneys, accountants, and financial planners who are trained to address all of our clients' financial needs, from asset allocation and investment management to tax, estate and retirement planning, as well as charitable giving, risk management, and other personal financial matters. We assist our clients in coordinating their financial lives and implementing customized and tailored strategies so they can rest easy and spend time on their business, family and friends. I manage a team of professionals who help clients prepare a financial roadmap and we assist them in monitoring and implementing the plan, adjusting it for changes in personal financial goals, market conditions and changes in life circumstances.

In addition to advising local charities, in my free time I enjoy golf, boating, and travel.

Experience

Managing Director and Senior Wealth AdvisorCurrent
Focus Partners · Boston, Massachusetts
Jan 1991 – Present
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services we work with clients at every stage, helping them control their financial future-whether that's planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities placing our clients' values, goals motivations and priorities at the heart of everything we do. Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.advisorinfo.sec.gov What I post here is my opinion, not the opinion of my employer. This information is provided for general information purposes and should not be construed as financial, tax, or legal advice. The Colony Group rebranded to Focus Partners Wealth in January 2025.