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Case Studies

Private Client Case Study: Preparing for Retirement

Jack and Marie are in their early 60s, married, and have three adult children. Their combined annual income is $450,000 and their investments total $2.4 million, among 11 different accounts with multiple custodians. They are able to save $100,000 annually. Jack and Marie would like to retire in 3-5 years and maintain their current lifestyle. ... Read More

Private Client Case Study: Small Business Owner

Private Client Case Study: Transferring Wealth

Private Client Case Study: Large Inheritance

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Pompano Beach

2480 NE 23rd Street
Pompano Beach, FL 33062
(954) 785-5400

Tampa

115 South Fielding Avenue
Tampa, FL 33606
(813) 258-1759

Orlando

6900 Tavistock Lakes Boulevard
Suite 400
Orlando, FL 32827
(800) 684-9139

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  • About Us
    • Who We Are
    • Professionals
  • Wealth Management
    • How We Work
    • Our Services
    • Wealth Management Process
    • Investment Philosophy
    • Case Studies
  • Resources
    • Articles
    • Newsletters
    • Quarterly Commentary
    • News & Updates