Wealth Management designed to make a difference
Choosing the right investments can certainly make a big difference. Likewise, so can choosing the right investment professionals. At the Bermont Gold Wealth Advisory of Raymond James, we believe our portfolio management approach, focus on insightful financial planning, and commitment to our clients and community are all reasons we can make a difference.
Peter Bermont and Michael Gold apply their combined experience of more than 60 years to navigate every financial environment.
Pictured from left to right:
PETER BERMONT, MICHAEL GOLD, KIM SHECHTMAN, KIM OLIVEROS, MARIANA PERMUY, DANAY VENEREO, JESUS CRUZ, KIMBERLY ARGUELLO & ANNA DEMACCINO
When we receive recognition from our industry, we are proud to share it with our prospective and current clients.