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.
The Barnett Capital Advisors Private Wealth Platform allows you stay on top of your finances. You will see what is happening in all of your accounts checking, savings, investments, retirement, mortgage, credit cards and even frequent flier miles – at any moment of the day. Your Private Wealth Platform also does all the work of organizing and categorizing your spending for you. You will see where every dime goes and make money decisions you feel good about. This tool is iPhone, iPad, Samsung, and Blackberry friendly, which means you can track your money on-the-go.
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