Penthouse Suite 800
150 E Palmetto Park Road
Boca Raton, FL 33432
Phone: 561.465.7550
610.458.8585
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Contact Us
We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you. Please complete the form below.
FL Phone: 561.465.7550 | Email: This email address is being protected from spambots. You need JavaScript enabled to view it.
Helen J. Semus is the Chief Executive Officer and Founder of Semus Wealth Partners, LLC. Mrs. Semus has an extensive background in comprehensive wealth management. She specializes in managing high-net-worth relationships grounded in tailored investment management and comprehensive financial planning such as retirement planning, income distribution planning, wealth transfer planning, trust and estate planning, business succession and other wealth and income strategies.
Please click on Helen's photo to learn more.
Simon F. Semus, PhD
Business Operations Director
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Simon joins Semus Wealth Partners after more than 30 years in the pharmaceutical industry, with experience in both early research and late-stage clinical development. He has broad skills in data analytics, visualization, reporting and dashboarding and was responsible for introducing and establishing the geospatial analytics capability at GSK. Simon has an undergraduate degree in Pharmacy from the University of Portsmouth and a PhD in Medicinal Chemistry from the University of Nottingham, both in the UK, where he grew up. He is a Registered Pharmacist in the State of Pennsylvania. Simon will be responsible for our company infrastructure, including our portfolio accounting, reporting, client portal plus investment research analytics. In addition, Simon will be working with our team to execute the strategic vision of our firm to serve the best interests of our clients.
Outside of work, Simon enjoys soccer, listening to music, watching British crime thrillers, walking and spending time with his wife and their two boys.
Mark S. Matthews
Business Development Director
Phone: 561.465.7550
Mark earned his undergraduate degree from the University of Maryland and a Masters in Management from MIT's Sloan School. He also obtained his CPA certificate after passing the test in 1972. Mr. Matthews spent 26 years in the U.S. Foreign Service obtaining the rank of Minister Counselor, served as the Deputy CFO of U.S. Agency for International Development, and was the Director of the Omani American Joint Commission in Muscat, Oman. Upon his retirement from USAID, he served for 8 years as the CFO of the Pan American Health Organization (a regional office of the World Health Organization) and after was the Director of Administration and Finance for the Regional Office for the Western Pacific of WHO. Mark retired from the United Nations and then went to work for Morgan Stanley as a financial adviser. After successfully working in their Ft. Lauderdale Office, he started his own practice in association with Ameriprise Financial and now joins Semus Wealth Partners, LLC.
Kavita Rajoo
Client Services Associate
Phone: 561.465.7550 | Email: This email address is being protected from spambots. You need JavaScript enabled to view it.
Kavita has 20 years of industry experience working in Financial Services, focusing on delivering excellent customer service. She obtained both a BS in Finance and BS in Insurance from Florida State University in Tallahassee, FL.
Kavita is based out of our Boca Raton, FL office. She is responsible for providing all aspects of client services.
In her spare time, she enjoys traveling with her husband and 2 very active children.
FL Phone: 561.465.7550 Email: This email address is being protected from spambots. You need JavaScript enabled to view it.
Meet Your Advisor
Helen J. Semus is the Chief Executive Officer and Founder of Semus Wealth Partners, LLC. Mrs. Semus has an extensive background in comprehensive wealth management. She specializes in managing high-net-worth relationships grounded in tailored investment management and comprehensive financial planning such as retirement planning, income distribution planning, wealth transfer planning, trust and estate planning, business succession and other wealth and income strategies, etc.
Helen graduated with a B.S in Biomedical Engineering from Shanghai Jiao Tong University in China in 1988. She came to United States in 1990 to pursue graduate studies. She received a M.S. in Biostatistics from Virginia Commonwealth University in 1992 and a M.S. in Molecular Biology from University of Rochester in 1996. After that, Helen spent 13 years in the software and technology field in various professional roles where she honed her leadership skills in managing diverse teams and maintaining long term relationships. Helen started her professional wealth management career in 2009. She has truly found her passion in life - helping those she cares about secure their present and future, together.
Helen is a CERTIFIED FINANCIAL PLANNER® (CFP) and a member of Financial Planning Association (FPA). She also holds Accredited Portfolio Management Advisor℠ (APMA®) and Accredited Asset Management Specialist℠ (AAMS®) professional designations. Helen is a member of Greater Boca Raton Estate Planning Council (https://www.bocaratonepc.org/). Helen has received numerous professional awards such as the small business owner of the year by Score, Five Star Wealth Manager by Five Star Professional, etc.
Helen is passionate about giving back to the community. She is the past Chairman of The Board of Safe Harbor of Chester County (http://www.safeharborofgwc.org/index.html ). She is a past board member and treasurer of the Chester County Women's Commission (http://www.ccwomenscommission.org/ ). She is a past member and board member of the Greater West Chester Sunrise Rotary Club. She is a past board member of the Friends of the Henrietta Hankin Branch Library (http://hankinlibraryfriends.org).
Helen has been married more than 24 years, to Simon, and they have two sons. In her spare time, Helen loves spending time with family and friends. She enjoys art, movies, hiking, golf, tennis and bridge.
Let's Get Acquainted
We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.