Nicholas B. Rowe, CFP
Nicholas B. Rowe is principal owner of Focus Capital Wealth Management Inc., a fee-only wealth management and financial planning firm. He is the firm’s Chief Executive Officer and Chairman of the Investment Committee. Although Focus Capital covers all aspects of financial planning, Nick’s particular focus is on portfolio management. Over the past few years peers from around the country have increasingly consulted him for his knowledge on the nuances and subtleties of investment portfolio management. Nick is an active speaker and presenter at conferences and is considered by many in the industry to be a financial expert in technical trading methodologies and portfolio rebalancing techniques.

He is an adjunct professor at SNHU, and has published articles in numerous trade magazines, including NH Business Weekly and MD News. Nick is a Registered Investment Advisor Respresentative and a Certified Financial Planner™ Practitioner. He has also earned FINRA designations: Series 24, 7, 6, 65 and 63. He has more than 25 years of focused experience in wealth management and founded Focus Capital Wealth Management in 2001.

Daniel C. Potter, CPA, MST
Dan is a Managing Member of Focus Capital Wealth Management and is the firm’s Chief Financial Officer and a senior member on the Investment Committee. He is also lead advisor to many of Focus Capital’s client families.

Dan has been in the financial services business since 1984. Before partnering with Focus Capital, he managed large complex client engagements for Lake Street Advisors, LLC, a New England based financial planning firm that works solely with high net worth individuals and families. Prior to that he was Director of Investor Relations, Director of Global Taxation, Treasurer, and on the Pension Committee for a large publicly corporation.

Dan graduated from Bryant University in 1981 with a BS/BA in Accounting. He also earned a Masters in Taxation with a concentration in International Taxation and Financial Instruments. Dan is also a Certified Public Accountant.