There’s joy in financial independence

We know that financial success looks different for everyone—it’s about balance, perspective and what brings you happiness.

Whatever your financial goals may be, our wealth advisors can help you chart a course to build sustainable wealth and help you to reach desired goals.

Feel secure about your financial future

Kaufman Rossin Wealth professionals have decades of experience listening, planning and providing honest answers for our clients. From investment management to retirement planning, we’ll partner with you every step of the way to help you develop a plan that’s right for your needs—today and in the future.

Our firm’s approach is grounded in financial planning. We start the conversation by identifying and understanding your financial needs and goals. We employ an in-depth analysis of your portfolio and we utilize a risk profile assessment to develop a customized, evidence-based investment strategy which is focused on what each investor can control, emphasizing diversification and minimizing expenses and taxes when possible.

We offer a unique alternative investment strategy as part of the client’s financial plan. Our team has devoted significant resources performing due diligence and integrating private mortgage funds into our strategy as an asset class not correlated to the stock market.

 

The wealth advisors you want on your team

As an SEC Registered Investment Advisor, it’s our duty to put our clients’ interests first. We are an affiliate of Kaufman Rossin, a CPA firm with 60 years of experience, ranked as one of the nation’s top 100 accounting firms. We’re also affiliated with Kaufman Rossin Insurance Services, an independent insurance agency which offers life, long term care and disability insurance. And we’re an independent member of the Buckingham Strategic Partners community which collectively advises on over $62 billion in assets as of March 31, 2022.

Let’s start a conversation, so that our wealth advisors can begin to help you reach your financial goals.