Investment Advisory & Estate Planning

The firm provides investment counseling and financial planning. These services are directed at providing objective, innovative and personalized solutions to individuals, corporations and small businesses in the financial planning arena. The firm specializes in portfolio construction and asset management. We use a highly respected investments company as custodian for our client’s holdings.

Personal Finance Elements|Financial Planning|Verdeja de Armas

CORAL GABLES

255 Alhambra Circle,
Suite 560
Coral Gables, FL 33134
Ph. 305.446.3177

FT. LAUDERDALE

17140 Royal Palm Boulevard,
Suite 3
Weston, FL 33326

FLORIDA KEYS

84771 Old Highway
Islamorada, FL 33036

VDCPA Awards|Accounting firms in South Florida