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Leading the Way

Our concierge-level service and comprehensive advice is backed by years of training, education, and professional leadership. Just take a look below to see what we bring to the table. We never stop working to bring you cutting-edge wealth management insights, education, and solutions.

Credentials

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A CERTIFIED FINANCIAL PLANNER™ Practitioner is a college graduate who has completed rigorous educational training, passed a certification exam, worked full-time for at least three years in a qualifying financial advisory position, and meets strict ethical requirements.

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The Chartered Retirement Planning Counselor℠ (CRPC®) is awarded to professionals who have successfully completed an in-depth, comprehensive education program that focuses exclusively on retirement planning, when to retire, employer sponsored plans, planning for health care, asset management, withdrawal strategies for retirement accounts, beneficiary designations, income tax considerations, estate planning and more.

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The Accredited Wealth Management Advisor℠ designation (AWMA®) is awarded to individuals who have completed a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives.

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A Registered Paraplanner℠ (RP®) has completed rigorous training in retirement planning, tax planning, cash flow management, investments, and financial planning strategies and products, possesses on-the-job experience, and must also master a written examination and code of ethics.

Professional & Thought Leadership

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Our firm is certified by the National Women Business Owners Corporation (NWBOC) as a woman-owned and woman-controlled business. NWBOC is a leading national certifier of Women Business Enterprises. Being a woman-owned firm places us in very select company in our industry, as fewer than 10% of comparable advisory firms are female-owned, according to data from Cerulli Associates.

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The Women’s Choice Award® is the premier recognition award for well-qualified advisors who are committed to the women’s market and serving their female clients. In prior years, Women’s Choice Award® Financial Advisors and Firms represented less than 1% of financial advisors in the U.S.  The award is based on an exceptional customer service experience, knowledge, overall satisfaction and other criteria.

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The Financial Planning Association® (FPA®) is the largest membership organization for CFP® professionals in the U.S. Our team members have been chosen by peers to serve in leadership roles in South Florida for two decades.

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Our firm’s educational newsletter, blog, and social media posts help inform clients and form public opinion. Plus, we hone our skills through frequent participation in conferences, training opportunities and briefings featuring the top professionals in our business.

Let’s Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

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