As we all know, with life comes changes. For this reason, we view your investment policy and financial plan as a living and breathing item that needs consistent review. You will be part of a collaborative process to develop an investment policy that is implemented and managed by the firm and is designed to achieve your goals.
Feel confident about your decision to retire.
Plan for the rising costs of higher education.
We'll help you streamline your investments.
Transitioning out of your business can be complex.
Calculate your charitable donations wisely & accurately.
We're one of the largest independent Registered Investment Advisory Firms in South Florida with offices in Coral Gables, Florida, and Lubbock Texas. With a staff of 29, including 19 experienced CFP® practitioners, we currently advise on approximately $1.95 billion in assets. We have been in this profession for over 30 years and we believe the key to our success has been to stay focused on our clients and their needs.
Our boutique size and culture – combined with the spirit, fellowship and character of our fiduciary team – stand in sharp contrast to Wall Street and the financial services industry.
Financial info, tips, cool tidbits, and a little humor, too.
We want to help you live well by knowing that you have a plan and an adviser that you can trust. Our Wealth Management Service provides you with a complete evaluation of your financial life. You will be part of a collaborative process to develop a financial plan and investment policy that is implemented and managed by the firm and is designed to achieve your goals.
Fill out the form to get started with a plan and an advisor that you can trust.
Monday through Thursday: 9:00 am - 5:00 pm
Friday: 8:30 am - 4:30 pm