Associations &
Affiliations
We’re delighted to be professionally affiliated with global professional body, STEP, which promotes high standards in family asset planning. Leveraging their expertise, we’re uniquely positioned to provide tailor-made, innovative solutions to our clients.
Certifications
Team members hold credentials including memberships in the American College of Forensic Examiners International and the Association of Certified Fraud Examiners (ACFE). Certified Forensic Accountant certifications and Series 6 NASD Securities licenses ensure clients have the highest levels of skill on their side.
Contact Us
If you would like to explore your business, personal or family’s tax and financial planning needs, we’re ready to talk. Call us at 305-774-2945 or fill out the form below. Let’s discuss the creation of a plan for your unique needs.