About

We recognize that every client has a unique financial situation that requires a customized strategy. Working in close collaboration with you we develop and implement personalized strategies based on a clear understanding of your current reality and future objectives. We engage with other members of your trusted advisory team such as your family attorney or CPA to help bring you comprehensive strategies. We also believe that our clients are most assured when they are actively engaged in the planning and ongoing monitoring processes. See our other office at: 1200 North Federal Highway Suite 200 Boca Raton FL 33432