RightWise Wealth

Katharine Zafiris is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and one year of industry experience. She previously worked at Ellevest and has founded KZ Coaching, a financial coaching business where she advises clients on personal finance. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses, offering a range of portfolio management, financial counseling, tax, and fiduciary services. The firm uses a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies and various fund types.

Hannah Farrow is a financial advisor at RightWise Wealth with one year of industry experience. She holds a Series 65 designation and previously worked at Apple Inc. from 2016 to 2022 before transitioning to financial advising. Outside of her advisory role, she manages a rental property in Sommerville, MA. RightWise Wealth serves individual clients by providing comprehensive financial planning combined with discretionary investment management, utilizing a multi-meeting first year and ongoing annual reviews. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing asset allocation, diversification, and low-fee funds through the Betterment for Advisors platform.

Caitlyn Driehorst is a financial advisor at RightWise Wealth with three years of industry experience. She holds a Series 65 credential and has worked previously at Signal Advisors, OpenInvest, and Capital Group. RightWise Wealth serves individual clients by combining comprehensive financial planning with discretionary investment management, using a multi-meeting first-year planning process and ongoing annual reviews. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing asset allocation, diversification, and low-fee funds, and it utilizes the Betterment for Advisors platform for discretionary management.