Overview

We are a financial planning-focused RIA with a management team located in Boca Raton, Florida and Greenwich, Connecticut. We service a nationwide clientele, delivering personalized financial planning, business management and tailored investment management solutions. Our investment strategies include but are not limited to individual stocks, individual bonds, options strategies and derivatives. We operate a very high touch, technology-driven practice with a young, technology-native internal staff. Our business is focused on professional athletes and coaches, finance executives, medical professionals, business owners, other high net worth individuals and families.

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