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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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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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
Portfolio Associate
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Justin Gilmartin
JD
Managing Director, Tax Services
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Seth Hieken
CFA®
Senior Portfolio Manager, Director of In-House Solutions
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Anthony Huynh
Portfolio Associate
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Sean Kelly
CFA®, CPA, MST, MSFP, MSM
Director, Tax Services
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Robert Kluchko
MBA
Director, Portfolio Implementation
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Stephanie Lang
Client Service Manager
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Brandon Lappin
Associate Wealth Advisor
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Thomas Leire
Portfolio Associate
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Anthony Lischio
Senior Portfolio Associate
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Roderick Macdonald
JD, CFP®
Senior Wealth Advisor
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Beltran Maroto-Tobias
Associate Wealth Advisor
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Brian Mejia
Client Service Manager
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John Milone
Portfolio Associate
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Alexandra Miska
Client Service Manager
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Tyler Murphy
CFP®
Associate Wealth Advisor
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Mack Nelson
Senior Wealth Advisor
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Colin Place
Portfolio Associate
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Owen Plourde
Client Service Manager
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Kimberly Primavera
Recruiter
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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®
Senior Portfolio Manager, Director of 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®
Associate Wealth Advisor
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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
Enjoy some of our latest resources
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August 12, 2025
Market Concentration and the AI Boom
Focus Partners’ Kevin Grogan breaks down market concentration, the dominance of the “Magnificent 7,” and why diversification still matters, especially in times of tech-fueled growth.
Watch the video -
August 05, 2025
Quarterly Perspectives: A Mid-Year Investment Outlook for 2025
In our Quarterly Perspectives webinar, our senior investment strategists unpack the latest market trends. From potential rate cuts to questions about rising national debt, they cover what the latest investment headlines and performance trends could mean for your portfolio in the second half of 2025.
Watch the video -
August 04, 2025
Two-Minute Market Focus
In this episode, Focus Partners’ Todd Jones explores the stock index’s earnings and profit margin, sharing what that could mean for you. He also provides an update on market performance and recession indicators.
Listen to the podcast