Indian Harbour Beach, FL Office

Dorothy Bourlier is a CFP® professional with 10 years of experience in wealth management. She currently works at Focus Partners Wealth, LLC and has previously been with The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Baldwin & Associates. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, focusing on long-term, tax- and fee-sensitive portfolio construction.

Max Haspel is a financial advisor at Focus Partners Wealth, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Focus Partners since 2018. His prior experience includes roles at Purshe Kaplan Sterling Investments and Blue Water Advisors LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, providing wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies alongside private funds and third-party managers.

Matthew Bourlier is a financial advisor with Focus Partners Wealth, LLC based in Indian Harbour Beach, FL. He holds a Series 65 designation and has three years of industry experience. Prior to joining Focus Partners, he worked at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Spencer Blair is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Truist Advisory Services, Charles Schwab, and served six years in the Army National Guard. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies along with third-party managers and private funds.