The Health of Gables Wealth

Jay Pelham, President at Kaufman Rossin Wealth, has provided his insights to Coral Gables Magazine, for the article, “The Health of Gables Wealth”.

Article Excerpt:

“And we call our periodic reviews with clients ‘financial wellness checkups,’ says Jay Pelham, president of the Coconut Grove-based firm that manages some $220 million in assets.”

Read the full article on Coral Gables Magazine.

Jay Pelham, CFP®, is President at Kaufman Rossin Wealth, LLC, a Registered Investment Adviser.