Who we serve

We develop deep relationships with our clients, many of which span multiple generations. Our technological aptitude minimizes geographical barriers and allows us to engage with high-net-worth individuals and families throughout Florida and across the country.

We serve a limited number of clients by design, to help ensure significant time, consideration and resources are devoted to each relationship. Our goal is to develop a rapport with every generation of your family, including your parents, children and grandchildren. We feel it is never too early to begin talking to your next generation about the basics of investing. We encourage them to join our meetings so that when they begin to gain financial independence and have needs of their own, we are ready to assist them.