Boca Raton - Town Center Circle
Proudly Serving South Florida
Boca Raton - Town Center Circle
5100 Town Center Cir
Tower Two, Suite 150
Boca Raton, FL 33486
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Your Boca Raton Team
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Jacques Elmaleh
CFA®
Senior Portfolio Manager, Director of Research
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Tara Elmaleh
Senior Wealth Advisor
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Michael Elzahr
CFA®
Portfolio Manager
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Sean Erickson
CFP®
Senior Wealth Advisor
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Brittany Garber
Client Service Manager
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Michael Haber
JD, CFP®
Senior Wealth Advisor
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Andrew Hackett
CFP®
Associate Wealth Advisor
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Scott Morrison
CFP®
Associate Wealth Advisor
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Kenneth Pritzker
Senior Wealth Advisor
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Steven Rothenberg
Portfolio Manager
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John Schott
Senior Portfolio Manager
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Richard Steinberg
CFA®
Senior Wealth Advisor
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Nikol Tennant
CFP®
Senior Wealth Advisor
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William Tricarico
Associate Wealth Advisor
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Susan Van Bergen
CRPC®
Wealth Advisor
Enjoy some of our latest resources
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February 05, 2025
Two-Minute Market Focus
In this episode, Todd Jones of Focus Partners’ Investment Strategy team provides an update on the market, discusses how stocks are reacting to the changing tariff policy, and shares his thoughts on U.S. exceptionalism.
Listen to the podcast -
February 04, 2025
Tax Planning Strategies for 2025
Chief Planning Officer Jeffrey Levine will share insights on last-minute tax strategies for 2024 and provide a framework for addressing key tax planning priorities in 2025.
Watch the video -
February 03, 2025
You Just Received an Inheritance. Now What?
Losing someone we love is heartbreaking, yet such a storm may also come with a silver lining in the form of an inheritance. This article looks at some ideas for individuals to consider after receiving an inheritance.
Read the article