<

Boca Raton Office

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

Contact Boca Raton Office
Photo of the city of Boca Raton
office image

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

Ben Pace and Joseph Matus

Economic and Market Outlooks

First Quarter 2026 Review and Second Quarter 2026 Economic and Market Outlook

April 6, 2026 - The Iran conflict has upended a relatively stable start to 2026, triggering energy-driven inflation, financial market volatility, and a more cautious stance from central banks.…

Joshua Norman

Principal

Individuals and Families

Don’t Let Tax Penalties Catch You by Surprise

April 6, 2026 - Whether you file your return by April 15 or choose to extend it, one thing does not change: Your tax liability is still due on…

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…

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

Request an Introduction:

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

To improve your level of financial clarity, take the next step and download our financial worksheets by submitting your name and email address below.

Once you have completed the worksheets or if you have any questions, please call (212) 202-1810 to take the next steps in finding your clarity with one of our advisors.

Print your report here