We’ve Moved!

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Please note our new address effective today. But don’t worry everyone is till working safely from home.   901 Ponce De Leon Blvd., Suite 501 Coral Gables, FL 33134

Our Clients Can Count On Us

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In these very difficult times we understand that anxiety runs high and access to your Advisor is important. We are here for you to answer questions, help you navigate through the challenges, and make adjustments as necessary. You are never … Read More

NEW Client Mobile App Available

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We are excited to be rolling out our new client mobile app. Check all your account balances, performance, documents, and Advisor commentary all in one place. Available on the Apple store and also on the Google Play app store for … Read More

Is a 4% Withdrawal Rate Still Viable?

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by Ana Maria Martinetti-Katz, MBA, CFP®, CPA – August 2013 For a number of years now, the rule of thumb has been that a 4% withdrawal rate from a portfolio during retirement was “sustainable”.  That is, it was unlikely that you … Read More