Start Early, Keep It Local, and Keep It Customized
Jay Pelham of Kaufman Rossin Wealth spoke to Coral Gables Magazine about wealth management in South Florida.
Article Excerpt: “Ours is a planning-based model, where we build a plan for each client in terms of their life cycle, their risk tolerance and their personal goals,” says Pelham, president of the wealth management subsidiary of accounting firm Kaufman Rossin.
Jay Pelham, CFP®, is President at Kaufman Rossin Wealth, LLC, a Registered Investment Adviser.
