We are a third-generation comprehensive financial services firm with main offices in Miami, Hollywood and West Palm Beach, Florida. Since 1951, we have built a reputation for excellence by providing personal, business, and corporate financial strategies, which help our clients maximize their own unique opportunities in an ever-changing world.
The thoughtful, comprehensive approach and expertise we bring to all of our planning services— including insurance, retirement, and estate planning, wealth management, business & corporate planning, and group benefits—is complemented and supported by the specialized resources and products we provide through our longstanding relationships with a vast array of financial service institutions. We are experts in drawing together the professional team with the necessary capabilities that make sense for each client, and further empower our clients by guiding them in making informed financial decisions consistent with their values, goals, and objectives.