Miami - Doral Team
Get To Know Our Team Of Professionals!
- Personal & Business Financial Planning
- Investment Management Consultations (Direct Access to CWP Institutional Investment Management Team)
- Integrated Insurance & Assessment (Tax Aware)
- Tax Planning and Strategy
- College Planning
- Retirement Planning Strategies (Pre & Post Career Consultation)
- Estate Planning (Will, Trusts & Charitable Consultation)
- Business Evaluation & Private Equity Investment Consultation
- Entity Structuring & Business Opportunity Assessments
- Business Retirement Plans - (Options) 401(k), Profit Sharing, SEP IRAs, Simple IRAs, Deferred Compensation Plans
Asset Allocation – we develop a strategic asset allocation that is targeted to meet the investment objectives, time horizon, financial situation and tolerance for risk for each Client.
Portfolio Construction- we develop a portfolio for the Client that is intended to meet the stated goals and objectives of the Client.
Contact our Miami - Doral Team
Miami - Doral Location
3750 NW 87th Ave#520