Boston - One Boston Place
Discover personalized wealth management with Focus Partners Wealth, your Boston financial advisor. Focus Partners Wealth offers trusted local expertise. Let's plan your future.
Boston - One Boston Place
201 Washington St
11th Floor
Boston, MA 02108

Focus Partners Wealth is your locally based investment advisor - but we’re also so much more. Our advisors provide financial planning that revolves around your personal values, goals, motivations, and priorities. Located on Washington just a short walk from the famous Boston Common, 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. 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 Boston Team
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Callahan Ceplenski
CFP®
Wealth Advisor
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Denise Duffy
JD
Senior Wealth Advisor
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Ian Cole
CFP®, CFA®
Senior Wealth Advisor
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Adam Firely
CFP®, CPA
Senior Wealth Advisor
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Matthew Gordon
CFP®
Senior Wealth Advisor
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Chris Holton
CFP®, EA
Senior Wealth Advisor
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Matthew Ilteris
CFP®, EA
Senior Wealth Advisor
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Jim Johnston
CFP®
Senior Wealth Advisor
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Christopher Alleman
Senior Equity Research Analyst
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Andrew Belastock
CFA®
Investment Strategist
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Scott Berlinguet
Associate Wealth Advisor
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Aaron Bock
CFA®
Director, Research
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Alex Bodio
Advisory Team Associate
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Nicki Bonanno
Senior Manager, Operations
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Adam Bowers
CFP®
Associate Wealth Advisor
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Kevin Charles
CPA
Senior Manager, Tax Services
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Tiffany Choice
Client Service Specialist
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Edward Ciancarelli
CFA®, MBA
Director, Equity Strategies
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Clare Ciervo
CFP®
Wealth Advisor
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Adam Davis
CPA
Tax Manager
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Quin Foreman
Fixed Income Operations Specialist
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Justin Gilmartin
JD
Managing Director, Tax Services
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Seth Hieken
CFA®
Lead Portfolio Manager
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Anthony Huynh
Portfolio Trader
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Sean Kelly
CFA®, CPA, MST, MSFP, MSM
Senior Director, Tax Services
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Robert Kluchko
MBA
Director, Portfolio Trading
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Stephanie Lang
Client Service Specialist
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Brandon Lappin
Associate Wealth Advisor
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Thomas Leire
Fixed Income Operations Specialist
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Anthony Lischio
Investment Strategy Analyst
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Roderick Macdonald
JD, CFP®
Senior Wealth Advisor
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Beltran Maroto-Tobias
Advisory Team Associate
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Brian Mejia
Client Service Specialist
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John Milone
Portfolio Trader
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Alexandra Miska
Client Service Specialist
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Tyler Murphy
CFP®
Senior Associate Wealth Advisor
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Mack Nelson
Senior Wealth Advisor
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Ethan O'Neill
Manager, Data Services
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Colin Place
Portfolio Trader
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Owen Plourde
Client Service Specialist
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Kimberly Primavera
Talent Acquisition Team
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Stephen Sadler
JD
Senior Wealth Advisor
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Ted Schiela
Senior Wealth Advisor
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Robert Schundler
CFA®
Director, Research
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David Shaw
CFP®
Wealth Advisor
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William Smiegal
CFP®
Senior Wealth Advisor
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Lori Stanger
MBA, CFP®
Senior Associate Wealth Advisor
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John Stelley
Chief Compliance Officer
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Connor Sullivan
CFP®
Senior Wealth Advisor
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David Sullivan
CFP®
Wealth Advisor
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Erin Sullivan
CFP®
Senior Wealth Advisor
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Margaret Watson
CPA, CFP®
Wealth Advisor
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Andrew Wike
Portfolio Trader
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Joseph Salvati
CFP®
Senior Wealth Advisor
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Holly Perry
CPA
Tax Manager
Enjoy some of our latest resources
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October 01, 2025
The One Big Beautiful Bill: Planning Opportunities for Clinicians and Practice Owners
Three provisions in the One Big Beautiful Bill Act could impact tax planning for practitioners.
Read the article -
September 30, 2025
What a Government Shutdown Could Mean for Markets
The U.S. government is poised to shut down tonight if policymakers fail to reach a funding deal. Focus Partners’ Jason Blackwell breaks down how markets have reacted in past shutdowns—and three ways this one could play out differently.
Watch the video -
September 29, 2025
Two-Minute Market Focus
How did the markets react in the third quarter of 2025? In this episode, Focus Partners’ Todd Jones shares the latest information on performance, how changing correlations in stocks and bonds could impact diversification, an update on tariffs, and recession indicators.
Listen to the podcast