3350 Virginia Street, Suite 245
Coconut Grove, FL 33133
305-472-4720

Our Mission

Our mission is to help our clients realize financial independence through responsible investment planning and individualized investment strategies. We have built our business as a family, and wish to help you and your family with the investment planning process.

The highest compliment that we can receive is your trust and confidence while working together, and to introduce us to others near

How we can help you:

Planning for retirement
Consolidating assets
Handling a major lifestyle change (marriage, divorce, job change, relocation, birth, death)
401(k) and pension management
Preparing for a business transition or acquisition
Tax planning strategies
Planning for cash flow or liquidity
Executive services
Multigenerational wealth planning

Areas of focus:

Portfolio management strategies for clients with $2.5M-$10M investable assets
Investment planning for high net worth individuals and businesses
Pension consulting
Trust and fiduciary services
Estate settlement and administration
Estate investment planning, charitable giving strategies, and wealth preservation
Insurance and protection planning

Wells Fargo Advisors Financial Network is not a legal or tax advisor.
Trust Services are available through Wells Fargo Bank, N.A. Member FDIC and Wells Fargo Delaware Trust Company, N.A.

Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (CA, CO, FL, IL, MI, NJ, NY, OH, PA, VT, WA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

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