Focus Partners Wealth
Caeli Cusworth is an experienced financial services professional currently serving as a Senior Client Service Associate at Focus Partners Wealth since September 2024, following the merger of HoyleCohen Wealth Management with The Colony Group and subsequent rebranding. Prior to this role, Caeli held a similar position at HoyleCohen from January 2022 to August 2024, and previously worked as a Relationship Manager at Bogart Wealth from November 2019 to January 2022. Earlier experiences include roles as a Client Service Associate and Financial Planning Associate at Capital Asset Management Group, as well as serving as a Front Office Supervisor at Virginia Tech Recreational Sports. Educational background includes a degree from Virginia Tech (2013-2017) and attendance at King George High School and Gimnasio del Norte.
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Focus Partners Wealth
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.adviserinfo.sec.gov.