We are a boutique Wealth management and Retirement Planning firm located in Miami, FL. We are dedicated to providing independent advice to successful individual and families. We will work with you one on one to help understand your circumstances and explain the potential opportunities that are available for you.
As a boutique wealth Management firm, we’re able to offer a more personal and customized approach to financial planning while utilizing the largest and oldest custodian in the U.S.A to hold your accounts, Pershing, LLC, a Bank of New York Mellon Corporation Member NYSE, SIPC.
We are a comprehensive Wealth management firm, in which your individual strategy, plans, and goals are of primary importance. Each client is unique which means so is each financial plan. Our expert Wealth advisors incorporate all financial aspects of your life and develop a customized roadmap detailing that steps necessary to your desired outcomes.
Our financial planning process begins with a complimentary meeting to assess your current situation and to determine your financial goals.
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