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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Tad Gray
CFP®, CAP
Wealth Advisor
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Joli Fridman
CFP®, CPA, PFS
Senior Wealth Advisor
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Sara Cooke
CFP®
Wealth Advisor
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Alexis Maafoh
CFP®, CDFA®
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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Debby Addari
Office Support Lead
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Leigh Capelli
CFP®
Associate Wealth Advisor
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Gail Scully
CFA®
Portfolio Trader
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Phyllis Baker
Client Service Specialist
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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January 21, 2026
Quarterly Outlook: Economic Growth Remains Strong Despite Slowing Job Market
Even though unemployment rose in the third quarter of 2025, the U.S. economy showed strong momentum due to robust consumer spending. Our Quarterly Outlook explores the risks, sources of stability, and key areas to watch as we enter into 2026.
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January 12, 2026
How to Hire a Financial Advisor
While most people need a good financial planner at some point in their lives, few know how to find an advisor they can trust.
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January 05, 2026
Health Care: The Hidden Retirement Cost You Can’t Afford to Ignore
Health care costs in retirement can be significant, with many U.S. retirees facing lifetime medical expenses that can reach well into the tens or even hundreds of thousands of dollars. This article shares proactive steps you can take to integrate health care planning into your retirement strategy.
Read the article