We are located in the lobby of the Datran One building:

  • 9100 S. Dadeland Blvd.
  • Suite 105
  • Miami, FL 33156

We take a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a road map for your financial journey. By relying on the expertise of our team, we’ll help you take a conservative approach to growing and preserving your wealth.

April Market Review

May 1, 2025

Uncertainty reigned through April and likely will continue to do so, at least in the near term. Markets have reacted, both negatively and positively, to every headline coming out of Washington. On April 2, President Donald Trump’s declaration of “Liberation Day” sparked a selloff of 19% in the equity markets as the announced tariff rates were considerably higher than expected. Then, amid stronger-than-expected first-quarter earnings and a softening rhetoric on tariffs, markets recovered 62% of the drawdown by the close of the month. The effects of the new tariffs won’t be seen in corporate earnings until second-quarter reports, and so remain uncertain.

Read More: Download Market Newsletter