1650 Wealth Management
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Business description
As an Independent, Fee Only, Private Wealth Management Firm, we specialize in creating and implementing comprehensive wealth management strategies.
1650 Wealth Management is an independent, fee only private wealth management firm located in Miami and Fort Lauderdale, Florida. We take pride in creating and implementing custom, comprehensive and sophisticated investment management strategies, designed to grow and protect your wealth, while employing tax minimization strategies. Our fee only, wealth management advisors posses over 40 years combined investment management expertise providing credentialed, objective and transparent investment counsel, with a fiduciary mindset. We serve high net worth individuals, families, professionals, business owners, executives, retirees, foundations and endowments, providing exceptional, comprehensive, personalized service. We are dedicated to building long-term relationships with our clients.
General information
- Business Services Financial Investment Advice Financial Advisory Services
City / suburb: | Fort Lauderdale, FL | |
County: | Broward |
investment advisory services, fiduciary, registered investment advisor, financial services, certified financial planner, asset management, private wealth management, wealth management, financial planning services, financial planner, investment services
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