Boca Raton, Florida

Private Wealth Management in Boca Raton

Holbrook Capital is based in Boca Raton, serving families, retirees, entrepreneurs, and executives across Palm Beach County and South Florida. Matthew James Holbrook, an LPL Financial Registered Representative with more than 18 years of experience, brings a background from Deutsche Bank, Citigroup, Neuberger Berman, and Rockefeller Global Family Office to a personal, one-on-one practice.

Wealth Management Built for South Florida

Boca Raton attracts people at every stage of financial life — executives relocating from the Northeast, business owners preparing for a sale, and retirees who have worked decades to arrive here. Each brings distinct planning questions: establishing Florida residency and understanding its tax advantages, coordinating estate plans across states, generating retirement income that lasts, and protecting what has taken a lifetime to build.

Matthew works with a deliberately limited number of clients so that every relationship gets direct, personal attention. His practice centers on three disciplines:

Retirement Planning

From accumulation through income distribution — building a strategy for every phase of retirement, whether it's a decade away or already here.

Wealth Management

Portfolio construction and risk management tailored to your goals, timeline, and tolerance for risk — not a model assigned by an algorithm.

Estate Strategy

Legacy planning that reflects your values and protects the people and causes you care about, coordinated with your attorney and tax professional.

Who I Serve in Boca Raton

My clients in South Florida include pre-retirees and retirees managing the transition from earning to spending, high-net-worth families with multi-generational planning needs, entrepreneurs and business owners navigating liquidity events, and professionals in their peak earning years. Many are recent arrivals to Florida working through the financial dimensions of the move — residency, taxes, and estate documents included.

Start with a Conversation

The first step is simple: a conversation about your goals, your concerns, and what you want your money to do for your life. Schedule a consultation or call (833) 740-1305.

Learn more about Matthew  ·  Explore services  ·  Also serving New York City

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through LPL Financial, a registered investment advisor. This is not an offer or solicitation in any state where not properly registered.