Coral Gables, FL 33134
Wealth Management Services in Miami, Florida
As a team with a Top 100 ranked women financial advisor in Florida by Barron’s for eight years running from 2011-2019, our wealth advisors in Miami, Florida, partner with individuals, families and professionals who have complex finances and taxes to create personalized financial plans designed to last.
Our teams are dedicated to putting your interests first and to helping you navigate your financial future. As part of the planning process, we offer in-house wealth management services including investment management, estate planning, trust services, tax planning and preparation, and personal insurance solutions for individuals. For businesses, we offer retirement planning, tax planning and preparation, institutional cash management and specialized business services.
Advisors Serving Miami
Barron’s – Top 100 Women Financial Advisors – Faith Read Xenos 2019: #68 2018: #64 2017: #54 2016: #86 2015: #100 2014: #81 2013: #73 2012: #86 2011: #85. Rankings by state are based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, crosschecks with securities firms and conversations with individual advisors. The formula Barron’s uses to rank advisors is proprietary and has three major components: assets managed, revenue produced and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The quality-of-practice component includes an evaluation of each advisor’s regulatory record. The award is not indicative of future performance and there is no guarantee of future investment success. For additional information, visit www.barrons.com.