The Health of Gables Wealth

Jay Pelham, CFP® | October 1, 2023

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.

¹The Kaufman Rossin Group consists of Kaufman Rossin CPAs and Advisors, a professional association providing accounting and advisory services; its wholly-owned subsidiaries Kaufman Rossin Wealth, LLC, a Registered Investment Adviser, Kaufman Rossin Insurance Services, an insurance solutions provider, Kaufman Rossin Registries, LLC, a registered agent and Kaufman Rossin Professional Services Private Limited, an India-based professional services provider; and its affiliated entity, Kaufman Rossin Alternative Investment Services, LLC, a full-service fund administration provider.
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