With more than 25 years' experience in the financial services arena, I oversee and coordinate the financial affairs of select families and small businesses in Palm Beach & Broward Counties. Teich Wealth Management specializes in all facets of wealth management, including retirement and financial planning, estate planning, insurance analysis, risk management and investment allocation, as well as strategies for high net worth corporate executives. Focusing on legacy planning, I work alongside other professionals such as estate planning attorneys, and CPAs to design, implement & monitor strategies to help clients reach their financial goals and objectives. I utilize a consistent and scalable four-step process, which includes a full compliment of wealth management strategies, in the design of a client's financial plan.
Before I began my career in the financial services industry, I earned my Bachelor of Science degree in finance from the University of South Florida, in Tampa, FL. I entered the industry in 1995 with Gruntal & Co. where I was a Vice President of Investments for six years prior to joining Raymond James in 2001.
I am an Executive Board member with the USF Palm Beach County Alumni Association, actively involved in the Palm Beach County Sports Commission, and the Jewish Federation of South Palm Beach County. Originally from Philadelphia, I have lived with my wife Deborah, and our 3 sons Joseph 13, twins Benjamin & Daniel 6, in Boca Raton since 1999. For leisure time, I enjoy playing tennis, golf, and spending time with my family.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Raymond James does not provide tax or accounting services.