Our firm is a "fiduciary" and an Independent Registered Investment Adviser. Both federal and state law require that as a fiduciary, we must act solely in the best interest of our clients – even if that interest is in conflict with our own financial interests. Remarkably, not all financial institutions choose to abide by this standard.

16132 SW 74th Place,

Village of Palmetto Bay (Miami), FL 33157

Tel. 305-458-2975

Meeting by Appointment Only

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