Deerfield - 500 Lake Cook Rd.
Discover personalized wealth management with Focus Partners Wealth, your Deerfield financial advisor. Focus Partners Wealth offers trusted local expertise. Let's plan your future.
Deerfield - 500 Lake Cook Rd.
500 Lake Cook Rd
Suite 205
Deerfield, IL 60015
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 the North Shore just outside the heart of Chicago, 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 Deerfield Team
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Joli Fridman
CFP®, CPA, PFS
Senior Wealth Advisor
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Tad Gray
CFP®, CAP
Wealth Advisor
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Sara Cooke
CFP®
Wealth Advisor
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Alexis Maafoh
CFP®, CDFA®, TPCP®
Wealth Advisor
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Leigh Capelli
CFP®
Senior Associate Wealth Advisor
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Clayton Foster
CFP®
Associate Wealth Advisor
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Sara Connelly
Advisory Team Associate
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Gail Scully
CFA®
Portfolio Trader
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Phyllis Baker
Client Service Specialist
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Debby Addari
Office Support Lead
Dig even deeper.
What’s it like to become a Focus client? Download our brochure to learn more.
Enjoy some of our latest resources
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April 21, 2026
Geopolitical Tensions Take Center Stage, Clouding Future Growth Outlook
Our Quarterly Outlook explores the risks, sources of stability, and key areas to watch as we enter into the second quarter of 2026.
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April 13, 2026
What Is Capital Gains Tax? 2026 Rates Explained
Did you know that capital gains tax can significantly impact your after-tax returns? In this guide, we break down 2026 short-term and long-term capital gains tax rates and what high-net-worth investors should understand before selling appreciated assets.
Read the article -
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