wealth management at anthem

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retirement planning

As a wealth management firm in Miami, Anthem leads with retirement planning. Our one of a kind financial planning-led approach considers income, tax planning, retirement goals, estate planning, and current assets to create a holistic plan that’s completely customized for each investor and their family. We appreciate the responsibilities as well as the opportunities that wealth brings. Using your goals as a guide, we craft the best solutions for your needs. We draw on our extensive experience with generations of families to design creative, advantageous strategies to reach your goals.

Asset management

We consider ourselves primarily as Risk Managers.  Financial advisors do not have a crystal ball.  By utilizing a fact-based approach to managing our clients' wealth, we utilize supply and demand analysis to determine market exposure, identifying out-performers to include in our investment strategies. Together, this gives us the "what" and "when" - the two essential ingredients of a successful portfolio.

There will be many different economic, political and market events that are beyond our control.  Investors are not hardwired to make rational decisions when confronted with emotional situations or challenging facts in regards to their investments.  Our mission is to help our clients through the ups and downs.  We believe that an evidence-based investing approach, coupled with in-depth financial planning, is the best way to achieve our client's goals.  

estate and tax planning

You work your entire life to save and accumulate funds for a comfortable retirement or a legacy for your family. But without proper planning, guidance and advice your plans may not come to fruition, and your funds may go to places you don’t want them to go (i.e. estate taxes or unexpected end of life costs). Our in house team of financial planning specialists and our on staff CPA and Tax attorney are the first stop for our clients when the concern is Estate Planning and Tax Planning. We will sit down with each client and walk them through the Anthem Financial Planning Roadmap. These are 13 Wealth Management topics that every family should review. We’re confident once you’ve gone through our process you will have a better understanding of your Estate and Tax Planning needs.

risk management

Our team of Insurance Specialists identifies risks which could tremendously impair your financial situation. While it’s important to focus on what may go right with your situation, it’s also crucial to consider how you may be negatively impacted without protections in place. Cost effectively transferring risk to the deeper pockets of an insurance company may be prudent to minimize the financial damage of a catastrophic, unanticipated event.