





(305) 534-ROSE





(305) 534-ROSE





(305) 534-ROSE
OUR SERVICES
Financial PlanningCraft a highly customized, sophisticated and formal Investment Policy Statement that serves as our investing roadmap. |
Wealth AdvisoryImplement Strategic and Tactical Asset |
FAMILY OFFICE SERVICESComprehensive financial oversight of all liquid and illiquid financial assets in accordance with “Family Mission |
EDUCATION PLANNINGPerform cost analysis to determine how much a college education will cost and how much you should save. |
RETIREMENT PlanningAnalyze all income sources from Social |
TAX PlanningRecommend Tax Reduction Strategies. Provide timely information regarding changes in tax legislation. |



