After years of servicing high net-worth families at some of the largest Wall Street firms, we decided to build a firm that would help clients reach their financial goals through in-depth financial planning and through a fiduciary model. That means that our client relationships begin with a focus on asset protection and risk management; and for our clients who are business owners, proper succession planning. Every member of our team is unified around one purpose: to help you attain your goals and secure your future.
Our Main Office —
117 NE 1st Avenue 5th Floor
Miami, FL 33132
We also have 6 by appointment only locations in South Florida. Contact us to schedule a time at an office near you.