A breadth of services to serve a variety of needs

Supporting our community

Civic participation is an important part of good citizenship, so individually and as a team, we support important organizations that contribute to the health and vibrancy of the South Florida community.

In addition to donating time and other resources to those worthy causes, we regularly support charitable events that fund important community organizations, support the welfare of area residents, and promote scholarship, financial literacy and leadership. Additionally, team members have appeared in media, offering their expertise on topics within wealth management and market analysis.