Michael Borzi

Experience

1. Associate Wealth Advisor

   Focus Partners

   Jun 2024 — Present · Wellesley, MA, US

   GW & Wade merged with The Colony Group in March of 2024, which later rebranded to Focus Partners Wealth in January 2025.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 What I post here is my opinion, not the opinion of my employer. This information is provided for general information purposes only and should not be construed as financial, tax, or legal advice.

Education

• Bryant University

  Financial Planning Certificate

• University of Massachusetts, Amherst

  Master’s Degree

  2015 — 2016

• University of Massachusetts, Amherst

  Bachelor’s Degree

  2012 — 2016

Skills

• Teamwork
• Social Media
• Public Speaking
• Accounting
• Research
• Social Networking
• Time Management
• Microsoft Word
• Leadership
• Customer Service
• Facebook
• Sales Logix
• Microsoft Office
• Communication
• Powerpoint
• Microsoft Excel