Our Services

Value Added Services

"We are more than just a money manager"

Money weaves a tangled web throughout life and we endeavor to run interference for our clients when possible. We often act as a liaison to attorneys, CPAs and other professionals and appreciate being able to work within a team to accomplish what we believe to be the best possible long-term results. What we believe makes our firm unique is our value-added services and ability to advise and assist on the many other financial issues and dilemmas that are part of life. Below are some of the value-added services that we offer our clients.

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Securities offered through Sterne Agee Financial Services, Inc., Member FINRA and SIPC.

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Company Details

Miami Office
Less than a mile east of I-95
2627 Ives Dairy Road
Suite 201
Miami, FL 33180

T: 305.931.1400
F: 305.931.6256