Overview

We run a practice with dual disciplines; comprehensive planning and investment management. Team members are specialists and not generalists. We are committed to the future of wealth management by focusing on the right people, high level of service, and technology. We believe in family, a commitment to our community and improving the quality of life for our clients. We have a track record of creating higher ROA from less profitable books.

We partner with an OSJ with a national footprint. In Florida we currently have offices in Miami, Boca Raton, Southwest Florida, Orlando, Sarasota, Stuart amd St Pete. We are looking to expand in certain markets. We are a hybrid BD/RIA. We execute an extensive marketing strategy including high-end events and professional partnering.

We are well funded, very flexible, and looking for the right opportunities, not just any opportunity.

Credentials: CIMA, CAIA, CFP, ChFC, AIF, MSF

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more

Business Data

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