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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

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: April 2026 Economic and Market Outlook

April 1, 2026 - In his April outlook, Partner and Chief Market Strategist Jim Lebenthal focuses on the war in Iran as the dominant concern for financial markets and…

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

March 30, 2026 - Rising inflation, fiscal deficits, and geopolitical pressures have driven stocks and bonds into positive correlation, potentially undermining their long-standing role as mutual portfolio hedges.

Kim Clark

Principal

Individuals and Families

10 Things Business Owners Should Know Before Getting a Divorce

March 26, 2026 - Divorce is always a major life transition, but for business owners it can be especially complex. Your company is not just a source of income:…

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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