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Written by Super User.
Contact Us
Semus Wealth Partners
FL Office:
Penthouse Suite 800
150 E Palmetto Park Road
Boca Raton, FL 33432
Phone: 561.465.7550
PA Office:
647 Swedesford Road
Malvern, PA 19355
Phone: 561.465.7550
610.458.8585
This email address is being protected from spambots. You need JavaScript enabled to view it.
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.
647 Swedesford Road
Malvern, PA 19355
Written by Super User.
Meet The Team
Helen J. Semus, CFP®, APMA®, AAMS®
CEO, Private Wealth Advisor
FL Phone: 561.465.7550 | PA Phone: 610.458.8553 | 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
Phone: 561.465.7550 | Email: This email address is being protected from spambots. You need JavaScript enabled to view it.
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.
OKSANA KOCHUROVA, MS
Client Service Associate
Phone: 561.465.7550 | Email: This email address is being protected from spambots. You need JavaScript enabled to view it.
Oksana has more than 20 years experience in the financial services industry, working for Mellon BNY Financial, MassMutual and 14 years with Morgan Stanley as a Senior Operations Specialist supporting advisors there. She obtained both a BS and MS in Business and Finance from the Marine Engineering Academy in Odessa, Ukraine.
Oksana is based out of our Boca Raton, FL office. She is responsible for back-office operations.
In her spare time Oksana enjoys travelling, classical music, ballet and opera.
Written by Super User.
Client
Sunmill Energy
Area
Branding / Webdesign
Date
March 2016
Visit Website
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The Company
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The Mission
Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Donec quam felis, ultricies nec, pellentesque eu, pretium quis, sem. Nulla consequat massa quis enim. Donec pede justo, fringilla vel, aliquet nec, vulputate eget, arcu. In enim justo, rhoncus ut, imperdiet a, venenatis vitae, justo nullam.
Branding
Finding a new brand identity.
Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus donec.
UI/UX Design
Creating a new web experience.
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App Solution
An application that covers all my client's needs in one coherent design.
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In enim justo, rhoncus ut, imperdiet a, venenatis vitae, justo. Nullam dictum felis eu pede mollis pretium. Integer tincidunt. Cras dapibus. Vivamus elementum semper nisi. Aenean vulputate eleifend tellus. Aenean leo ligula, porttitor eu, consequat vitae, eleifend ac, enim.
Credits
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
Written by Super User.
Client
Sunmill Energy
Area
Branding / Webdesign
Date
March 2016
Visit Website
Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus.
The Company
Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Donec quam felis, ultricies nec, pellentesque eu, pretium quis, sem. Nulla consequat massa quis enim. Donec pede justo, fringilla vel, aliquet nec, vulputate eget, arcu. In enim justo, rhoncus ut, imperdiet a, venenatis vitae, justo nullam.
The Mission
Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Donec quam felis, ultricies nec, pellentesque eu, pretium quis, sem. Nulla consequat massa quis enim. Donec pede justo, fringilla vel, aliquet nec, vulputate eget, arcu. In enim justo, rhoncus ut, imperdiet a, venenatis vitae, justo nullam.
Branding
Finding a new brand identity.
Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus donec.
UI/UX Design
Creating the new web experience.
Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus donec.
App Solution
An application that covers all my client's needs in one coherent design.
Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque penatibus et magnis dis parturient.
In enim justo, rhoncus ut, imperdiet a, venenatis vitae, justo. Nullam dictum felis eu pede mollis pretium. Integer tincidunt. Cras dapibus. Vivamus elementum semper nisi. Aenean vulputate eleifend tellus. Aenean leo ligula, porttitor eu, consequat vitae, eleifend ac, enim.
Credits
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
Written by Super User.
Secure your present and future, together.
An SEC Registered Independent
Financial Advisory Firm.
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Featured by Charles Schwab in Barron’s Magazine, Dec 12, 2022.
Comprehensive Wealth Management
Investment Management
A distinctive approach, backed by our exceptional qualifications.
Bringing simplicity to the complexities of life. Through Custom Portfolios.
Centered solely on our clients’ best interests and free from hidden agendas.
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Financial Planning
Our dynamic approach is Unusual, Comprehensive, Complete, and Built for you.
Your financial life isn’t limited to investing, and neither should your advice be.
Helping you manage the financial events throughout your life and your business.
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Simply Better Financial Advice
Why Choose Us
We offer customized, non-proprietary solutions solely in our Clients’ best interest.
Unlike many advisors, we never accept sales commissions; instead, we charge a reasonable fee.
It's more than just investing successfully. We understand the big picture.
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.
Get in touch
Phone: 561.465.7550 | E-Mail:This email address is being protected from spambots. You need JavaScript enabled to view it.
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Semus Wealth Partners, LLC
Investment advisory services offered through Semus Wealth Partners, LLC, an SEC Registered Investment Advisor. Registration as an investment advisor does not imply a certain level of skill or training.