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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Gina Bradley
JD
Chief Operating Officer, Legal Counsel
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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®
Senior Investment Strategist
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Aaron Bock
CFA®
Director, Research
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Alex Bodio
Associate Wealth Advisor
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Nicki Bonanno
Senior Manager, Operations
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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
Senior Manager, Tax Services
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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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Brian Katz
CFA®
Chief Investment Officer, President of Colony Investment Management
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Sean Kelly
CPA, MST, MPFP, 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
Senior Portfolio Trader
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Alexandra Miska
Client Service Specialist
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Tyler Murphy
CFP®
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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Brittany Carr
Manager, Tax Administration
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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
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Tim Delay
Vice President, Client Development
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Jeffrey Darien
Regional Vice President
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Troy Donahue
Associate Vice President
Enjoy some of our latest resources
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March 30, 2026
Two-Minute Market Focus
A sustained kinetic conflict with Iran has created upside risk in energy prices since the start of the year. In this episode, Focus Partners’ Todd Jones explores if energy inflation is starting to seep into consumer prices, performance trends, and correction/recession indicators.
Listen to the podcast -
March 30, 2026
Bear Market vs. Bull Market: What Retirees Need to Know
Learn the difference between bear markets and bull markets and how retirees can respond. Discover how to protect retirement income and long-term wealth.
Read the article -
March 27, 2026
Is Now a Good Time To Buy a House?
In this webinar, Chief Planning Officer Jeffrey Levine explores the key factors buyers should consider when deciding whether they are ready to purchase a home in the current market. The session provides perspective on how interest rates and housing supply interact, how these dynamics influence pricing and affordability, and what practical strategies buyers can evaluate as they plan their next steps.
Watch the video