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  • PinecrstResNRL-33E11
    2333 Ponce de Leon Boulevard Suite 500 Coral Gables, FL 33134-6045 D: 305.461.6611 TXT: 305.846.7021 C: 817.599.8286
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  • Michael McNamee
    6034 W Courtyard Dr Ste 305 Austin, TX 78730-5035 O: 512.306.2503 TF: 800.372.3222 F: 844.685.2512
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  • Michael Mcnamee
    61 S Paramus Road Ste 360 Paramus, NJ 07652 O: 201.291.5951
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Remote work and its effect on real estate
A pandemic necessity. But, how have remote preferences and hybrid workstyles since impacted business and real estate development?
Technology & Innovation
Your business deserves an “estate plan”
Drafting a succession plan now can help your business stand the test of time.
Business Ownership
Read
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Impact of local infrastructure investments on a portfolio
Infrastructure has historically drawn the attention of institutional investors. But now individual investors are starting to take notice.
Markets & Investing
Life insurance, loans and liquidity for your heirs
A life insurance policy could help protect your estate while ensuring your heirs have the liquidity they need.
Estate & Giving
Now or later? How and why you give can be illuminating
Making your charitable donations in mindful ways that support your values can maximize their impact.
Estate & Giving

Are you ready? Let’s uncover the possibility of working together.

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Dedicated Wealth PartnersDedicated Wealth Partners
  • 2333 Ponce de Leon Boulevard Suite 500 Coral Gables, FL 33134-6045
  • 305.461.6611
  • 305.846.7021
  • 817.599.8286
  • Map & Directions
  • Map & Directions
  • 6034 W Courtyard Dr Ste 305 Austin, TX 78730-5035
  • 512.306.2503
  • 800.372.3222
  • 844.685.2512
  • Map & Directions
  • Map & Directions
  • 61 S Paramus Road Ste 360 Paramus, NJ 07652
  • 201.291.5951

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