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Boca Raton Office

Our Boca Raton office delivers wealth management services that combine sophisticated strategies with personalized guidance to support your success.

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Boca Raton Office: 4800 T-Rex Avenue, Suite 275 Boca Raton, FL 33431

M-F 8:30 AM - 5:00 PM

Contact Boca Raton Office

4800 T-Rex Avenue, Suite 275 Boca Raton, FL 33431

M-F 8:30 AM - 5:00 PM

We Know Boca Raton

Located along Florida’s southeast coast, Boca Raton attracts professionals, business owners, and families seeking both a high quality of life and financial opportunities. Our team understands this community’s unique needs, from executives in finance and real estate to entrepreneurs and retirees enjoying Florida living. Whether you’re managing complex portfolios, planning for retirement, or building wealth for future generations, our Boca Raton financial advisors combine local market insight with comprehensive strategies and resources.

Wealth Management Services in Boca Raton

Our Boca Raton financial advisors deliver integrated wealth management encompassing investment strategies, tax planning, estate planning, and risk management solutions.

Contact Boca Raton Office

Wealth Management  >

The financial lives of high-net-worth individuals are complicated. We understand the unique challenges you face and offer integrated planning solutions to grow, protect, and preserve your wealth across generations.

Investment Solutions  >

Investing is a long-term commitment to your financial well-being. It’s about growing and safeguarding your wealth. Our disciplined, goal-oriented approach ensures your portfolio remains resilient in the face of market and economic fluctuations.

Estate & Gift Planning  >

Our sophisticated estate and wealth transfer strategies help you preserve your legacy while helping minimize tax burdens. Every recommendation is tailored to your specific needs, leveraging our extensive knowledge of estate, trust, gift, and tax regulations.

Financial Planning  >

Successfully navigating the financial challenges that come with wealth necessitates planning, relevant advice, and a financial advisor who’s always in your corner. Cerity Partners provides all three.

Insurance Planning & Risk Management  >

Safeguard the financial security you and your loved ones have built. We assess your current risk exposure and develop customized strategies designed to protect the most vulnerable areas of your financial life.

Tax Planning & Preparation  >

We design and implement tax optimization strategies, including the creation of detailed tax projections and the preparation of personal, trust, and business tax returns.

Our Team of Financial Advisors in Boca Raton

Our Boca Raton team serves as fiduciaries with specialized knowledge, leveraging Cerity Partners’ full resources to provide coordinated financial guidance.

Meet Our Full Boca Raton Team

Our Latest Insights

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

Scott Lenet

Partner

Corporate Venture Capital

Startups Should Not Wait to Hire CFOs

July 15, 2026 - In our experience having funded more than 200 startups as of the second quarter of 2026, venture-backed businesses often treat the CFO hire as a…

Carrie A. Grey and Joshua Norman

Individuals and Families

Tax Challenges Every Business Operating in Multiple States Must Navigate

July 14, 2026 - Expanding a business across state lines opens new markets and growth opportunities, but it also introduces a complex web of tax obligations that can catch…

Additional Nearby Offices

Jacksonville

1301 Riverplace Blvd, Suite 2140

Jacksonville, FL 32207

Our Jacksonville wealth management office serves individuals, families, and business owners across Northeast Florida with personalized guidance backed by a leading national firm.

Contact Jacksonville Office

Naples

1185 Immokalee Road
Suite 104
Naples, Florida 34110

Our Naples office provides wealth management services combining sophisticated strategies with personalized guidance tailored to your financial goals.

Contact Naples Office

Your Introduction to a Trusted Financial Partner Awaits

Contact Boca Raton Office

Our Boca Raton office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Boca Raton Office

4800 T-Rex Avenue,

Suite 275

Boca Raton, FL 33431

Contact Our Boca Raton Office

Call Us: (212) 202-1810

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