Boca Raton
Proudly Serving South Florida
Boca Raton
5100 Town Center Cir
Tower Two, Suite 150
Boca Raton, FL 33486
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Your Boca Raton Team
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Jacques Elmaleh
CFA®
Senior Portfolio Manager
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Tara Elmaleh
Senior Wealth Advisor
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Michael Elzahr
CFA®
Senior Portfolio Manager
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Sean Erickson
CFP®
Senior Wealth Advisor
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Brittany Garber
Manager, Client Service
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Michael Haber
JD, CFP®
Senior Wealth Advisor
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Andrew Hackett
CFP®
Wealth Advisor
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Kenneth Pritzker
Senior Wealth Advisor
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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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Nikol Tennant
CFP®
Senior Wealth Advisor
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William Tricarico
Associate Wealth Advisor
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Susan Van Bergen
CRPC®
Wealth Advisor
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Tyler Singler
Client Service Associate
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Thomas Murray
Client Service Associate
Enjoy some of our latest resources
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August 26, 2025
Investing at All-Time Highs
When markets hit record highs, it’s natural for investors to hesitate. Concerns often arise—have I missed the rally? Are valuations too stretched? Is buying now too risky? Focus Partners’ Jason Blackwell breaks down what history and data reveal about investing at all-time highs.
Watch the video -
August 25, 2025
What the One Big Beautiful Bill Means for Retirees
Join Chief Planning Officer Jeffrey Levine for a retiree-focused breakdown of the bill’s key provisions and what they could mean for your 2025 tax year and beyond.
Watch the video -
August 25, 2025
New Tax Rules, New Considerations for Business Owners
Join Chief Planning Officer Jeffrey Levine as he breaks down what business owners need to know when reviewing their 2025 plans—and how to position yourself strategically for years to come.
Watch the video