Miami
Discover personalized wealth management with Focus Partners Wealth, your Miami financial advisor. Focus Partners Wealth offers trusted local expertise. Let's plan your future.
Miami
Miami - New Office Coming Summer 2026
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. You can find us near the sparkling waters in Miami-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 Miami Team
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Daniel Lopez
CFA®
Senior Wealth Advisor
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Frank Mentone
CFA®
Senior Wealth Advisor
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Ambar Ramos
Associate Wealth Advisor
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Joe Maglio
Client Service Vice President
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Katie Molina
Client Service Specialist
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Garrett Alabado
Regional Vice President
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Sean Quigley
MBA, CIMA®
Regional Vice President
Enjoy some of our latest resources
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April 13, 2026
Two-Minute Market Focus
First quarter earnings expectations are strong, but the broader economic picture in 2026 has been anything but clear. In this episode, Focus’ Todd Jones examines whether markets may be overlooking some cautionary economic signals.
Listen to the podcast -
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 -
April 07, 2026
The Hidden Cost of Waiting for a Better Entry Point
Successful investors know the biggest risk isn’t investing in the market at the wrong time—it’s never investing in the first place.
Watch the video