Who We Help
Your Goals – They're Our Goals, Too
A Better Financial Plan
Life is constant change. So, we view your investment policy and financial planning process as a living and breathing item that needs consistent review. We work with you to develop an investment policy. Our fee-only, fiduciary standard management will 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
Comprehensive Wealth Management that Works for You
We're one of the largest independent Registered Investment Advisory Firms with offices in South Florida, West Texas, and Washington. Our staff of 30, including 18 experienced CFP® practitioners currently advises $2 billion in assets. 35 years in our profession has taught us the keys to success are staying focused on our clients and honoring our fiduciary duty of care. Our boutique size and commitment to research serves you. This is in sharp contrast to the repeated breach of fiduciary duty on Wall Street and the financial services industry. We choose your financial future every time.
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 your finances to be stress free. Our comprehensive Wealth Management service provides you with an evaluation of your financial life. You are part of a collaborative process created and managed by our firm. We work with you 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
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
Contact Us
Fill out the form to get started with a plan and an advisor that you can trust.
