Our Firm



At South Florida Wealth Management we work with individuals, business owners, and fiduciaries to provide financial solutions for 4 important goals:


  • Create and grow wealth
  • Protect and preserve assets
  • Plan for tax advantaged distribution of wealth during one's lifetime
  • Plan for tax advantaged distribution of wealth at death

We are an independent advisory firm, free from the conflicts of interest that plague many advisors and firms.  We offer objective and independent advice using the best financial solutions to help you reach your goals.  Together, we'll create a personalized strategy based upon your current and long-term goals.  As those goals change over time, we'll work with you to review and adjust your strategy.  Every client is important to us, and we value those relationships.