Who We Help
Your Goals – They're Our Goals, Too
As we all know, with life comes changes. So, we view your investment policy and financial planning process as a living and breathing item that needs consistent review. You will be part of a collaborative process to develop an investment policy implemented and managed by our firm, with fiduciary standards, and is designed to achieve your strategic wealth management goals.
Living Better. Enjoying Life More.
Retirement
Go beyond using a monthly retirement income calculator, and feel confident about your decision to retire.
Save For College
Plan for the rising costs of higher education with a team of experts; it takes more than money management worksheets.
Investment Management
Customized portfolio design is at the core of our wealth management process. Do you know how much risk you need to take in order to accomplish all you want in life? Let us help you find out.
Sell a Business
Transitioning out of your business can be complex; don't miss any risk management steps .
Give / Philanthropy
Calculate your charitable donations wisely & accurately with our signature wealth management services.
We're Focused On Your Needs
We're one of the largest independent Registered Investment Advisory Firms in South Florida and West Texas with offices in Coral Gables, Florida, and Lubbock Texas. With a staff of 30, including 20 experienced CFP® practitioners, we currently advise on approximately $2 billion in assets. We have been in this profession for over 35 years and we believe the key to our success has been staying focused on our clients and their needs, and always honoring our fiduciary duty of care.
Our boutique size and culture – combined with the spirit, fellowship, and character of our fiduciary team – stand in sharp contrast to the repeated breach of fiduciary duty on Wall Street and the financial services industry.
Financial info, tips, cool tidbits, and a little humor, too.
Our newsletter has it all.
Life is Calling.
We Can Help You Answer.
We want to help you live well by knowing that you have a plan and an adviser that you can trust. Our comprehensive Wealth Management Service provides you with a complete evaluation of your financial life. You will be part of a collaborative process implemented and managed by our firm, with fiduciary standards, designed to achieve your strategic wealth management goals.
Contact Us
Fill out the form to get started with a plan and an advisor that you can trust.
Fax: 305-448-1326
Office hours:
Monday through Thursday: 9:00 am - 5:00 pm
Friday: 8:30 am - 4:30 pm
Thank You!
Thanks for your submission.
Failed to Submit
Contact Us
Fill out the form to get started with a plan and an advisor that you can trust.
Fax: 806-747-8569
Office hours:
Monday through Friday: 9:00 am - 5:00 pm
Thank You!
Thanks for your submission.
Error Submitting form
