Let Us Help You. Be. Intrepid.

A Personalized Approach to
Sophisticated Wealth Management

Managing our clients' wealth, as well as helping to preserve and manage their net worth, requires a team of experienced financial professionals. Drawing upon the resources of a national, full-service firm along with sharing our personal attention and insight, we are able to bring comprehensive wealth management solutions to our clients.

As we work one-on-one, we create and implement tailored financial plans to help achieve our clients' long-term goals, whether designing tax-efficient strategies to monetize company stock or options for corporate executives, planning for retirement or helping small business owners and start-up companies find solutions to the challenges they face as their businesses grow. And by regularly monitoring our progress and making adjustments based on our clients' needs, we help ensure they receive both the attention and investment solutions that fit their evolving lives.

Market Insight
Greenwich   |   New York
115 East Putnam Avenue, 3rd Floor | Greenwich, Connecticut 06830 | Phone: 203.742.0600 | Fax: 212.818.1115 | Map and Directions
570 Lexington Avenue, Suite 1600 | New York, New York 10022 | Phone: 203.742.0600 | Fax: 212.818.1115 | Map and Directions
Latitude One, 175 Southwest 7th Street, Suite 1900 | Miami, Florida 33130 | Phone: 305.529.6287 | Fax: 786.837.0465 | Map and Directions
Intrepid Financial Services
Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC