Financial Advisors in Boca Raton, FL
5100 Town Center Cir
Tower Two, Suite 150
Boca Raton, FL 33486
Focus Partners Wealth is your locally based investment advisor in Boca Raton, FL — but we’re also so much more. Our advisors provide financial planning that revolves around your personal values, goals, motivations, and priorities. Situated along the sun-drenched coastline of Palm Beach County and at the center of one of South Florida’s most distinguished communities, we are your neighbor and financial partner passionate about helping you with every aspect of your financial life.
Focus Partners Wealth is a trusted registered investment advisor offering personalized wealth management and financial planning services in Boca Raton, FL. We help our clients take control of their financial future through innovative solutions and a strategic, comprehensive approach to financial planning. Our dedicated local team provides advice tailored to your financial goals and is backed by the extensive capabilities and resources of our nationwide network. We aim to be a cornerstone for financial stability in the neighborhoods we serve, committed to helping our clients thrive.
Let our wealth advisors find ways to create new possibilities for you. Take the first step and connect with an advisor today.
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Your Boca Raton Team
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Tara Elmaleh
Senior Wealth Advisor
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Sean Erickson
CFP®
Senior Wealth Advisor
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Nikol Tennant
CFP®
Senior Wealth Advisor
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Kenneth Pritzker
Senior Wealth Advisor
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Michael Haber
JD, CFP®
Senior Wealth Advisor
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Susan Van Bergen
CRPC®
Wealth Advisor
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Andrew Hackett
CFP®
Wealth Advisor
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William Tricarico
Associate Wealth Advisor
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Tyler Singler
Associate Wealth Advisor
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Rebecca Leitner
CFP®
Associate Wealth Advisor
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Jacques Elmaleh
CFA
Senior Portfolio Manager
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Michael Elzahr
CFA
Senior Portfolio Manager
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Steven Rothenberg
Senior Portfolio Manager
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John Schott
Senior Portfolio Manager
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Richard Steinberg
CFA
Senior Global Market Strategist and Senior Wealth Advisor
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Brittany Garber
Manager, Client Service
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Garrett Alabado
Regional Vice President
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Sean Quigley
MBA, CIMA®
Regional Vice President
Enjoy some of our latest resources
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September 23, 2026
Two-Minute Market Focus: Markets Absorb a Fed Rate Hike as Valuations Ease
Markets largely absorbed the Federal Reserve’s first rate increase in three years, with U.S. large-cap stocks and bonds posting gains over the past seven days. In this week’s Two-Minute Market Focus, Todd Jones discusses recent market performance, the S&P 500’s more moderate forward valuation, and the SEC’s conditional step toward tokenized stock trading.
Listen to the podcast -
September 16, 2026
Monthly Investment Commentary: What $40 Trillion in Debt Means for Your Portfolio
The U.S. national debt has surpassed $40 trillion. Learn how rising debt, interest rates, and economic trends may affect investors.
Watch the video -
September 15, 2026
Taking the Complexity out of Healthcare: A Concierge Approach for High-Net-Worth Families
Healthcare is more complex than ever. Learn how a dedicated healthcare advocate can help affluent families navigate insurance, billing, providers, and Medicare.
Watch the video