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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Camelot Wealth Management Partners

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United States
Boca Raton, FL
Camelot Wealth Management Partners

A Private Wealth Advisory Practice of Ameriprise Financial Services, LLC

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05/25/2026

Today, we pause to honor and remember the brave men and women who made the ultimate sacrifice in service to our country.

In observance of Memorial Day, our office will be closed today. We will resume normal business hours tomorrow.

05/21/2026

Please join us in welcoming Alexandra "Ally" Bayer to the CWMP team! 👏

Ally is a student at the University of Florida studying Public Relations and is joining us this summer as a Marketing Intern. She’ll be helping with event planning, gifting, supporting marketing initiatives, and more.

Fun fact: Ally loves the beach, traveling, and cheering on the Boston Bruins! 🏖️✈️🏒

We’re excited to have you on board, Ally!

05/20/2026

Welcome our newest CWMP intern! 👏

Mason Hudson is a rising junior at Franklin & Marshall College in Lancaster, PA, where he is studying business. Born and raised in Delray, Mason is a member of the men’s lacrosse team and an avid fisherman who loves the outdoors. He is joining us this summer as a financial intern and is excited to learn from the team and gain hands-on experience.

We’re thrilled to have you on board, Mason! 💼🚀

05/13/2026

Midterm elections don’t just shape the political landscape; they impact financial markets too. Find how stocks typically behave during a midterm election year and learn portfolio positioning strategies to navigate the 2026 election cycle.

05/12/2026

It only takes a few minutes to review your beneficiaries—but it can make all the difference later. Especially since they can override what’s in your will.

Here’s why it matters: https://bit.ly/4nnUHtz

05/10/2026

Today we celebrate the mothers, grandmothers, and maternal figures who give so much of themselves to help others grow and thrive. Wishing a heartfelt Happy Mother’s Day to all who nurture, guide, and inspire — today and every day. 💐

05/08/2026

Big congratulations to Scott Miller for being named to the 2026 Forbes Best-in-State Wealth Advisors list! This honor celebrates advisors who help clients achieve their long-term financial goals—and that’s what drives us every day. Thank you to our amazing clients for your trust and loyalty. We’re excited to keep empowering your financial future!

https://bit.ly/4dv3LcK

05/07/2026

Join us in celebrating Richard Bernstein, who has been named to the 2026 Forbes Best-in-State Wealth Advisors list. Congratulations, Richard! All of us at Camelot Wealth Management Partners share your commitment to building genuine relationships with our clients and providing them with the experience they deserve. Thank you to all of our loyal clients – we are honored to be part of your lives.

https://bit.ly/3OSc7BU

05/06/2026

Congratulations to Colby Bayer on celebrating five years with CWMP 🥂

From her early days on the team to the role she’s grown into today, she has consistently brought dedication, creativity, and a genuine passion for enhancing the client experience. Along the way, she’s helped shape our marketing efforts and strengthen the way we connect with those we serve.

Her growth, commitment, and impact haven’t gone unnoticed—and we’re so grateful to have her on this team.

Cheers to five amazing years and all the milestones still to come!

05/04/2026

We recently returned from the XFA Conference in Raleigh, NC, feeling energized, inspired, and more committed than ever to delivering exceptional value to the clients we serve.

A sincere thank you to Dr. Jon Randall and the XFA.COACH team for bringing together top advisors from across the country to share ideas, strategies, and best practices.

Experiences like this allow us to stay at the forefront of our industry—learning, collaborating, and continuously improving so we can better guide our clients through every stage of their financial journey.

We’re excited to begin implementing what we’ve learned to enhance the experience, insight, and results we provide at Camelot Wealth Management Partners.
As always, our focus remains the same: helping you make confident, informed decisions about your future.

05/03/2026

Happy Birthday, Colby! 🎉

We’re lucky to celebrate such an incredible leader today!

Through her leadership of our Client Experience team and oversight of our marketing efforts, Colby continues to strengthen how we serve and connect with our clients. Her passion, vision, and commitment to excellence shine through in everything she does.

Wishing you a day full of celebration and a year ahead filled with continued success! 🎂✨

Address

4800 North Federal Highway, Suite D200
Boca Raton, FL
33431

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+15613720345

Website

https://www.ameripriseadvisors.com/team/camelot-wealth-management-partners/

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