<span>As Wealth Managers, we work with you, and your professional team, to help you manage a variety of areas concerning your wealth.</span>
<span>Patricia is a CPA, Personal Financial Specialist, Wealth Manager and Investment Advisor. She has been an active member of the Florida Keys business community since 1990.</span><br /><span>As CEO, every financial decision that Patricia makes is backed by 35 years of experience as a CPA.</span><br /><span>With an extensive background in estates, trusts, income taxes, investing & business, Patricia is a trained and experienced professional and she possesses an arsenal of knowledge in the building, preserving and management of wealth.</span>. WEALTH MANAGEMENT SERVICES• Investment Portfolio Management & Construction• Implementation and Monitoring of financial,business & estate plans• Management. Oversight & Consulting for other assets• Coordination of plans with family and professionals• Special Wealth Management services for Women• Special Wealth Management services for Seniors401K & RETIREMENT PLANS• Consulting and proposals based upon a financial analysis• Implementation of retirement plans• On-going Management & Supervision of retirement plans• Financial Advisory Services for employees with-in a planFINANCIAL PLANNING SERVICES• Retirement Planning• Investment Planning & strategies• Risk (Insurance) Planning• Estate Trusts & Gift Planning• Federal & State Income Tax Planning• Cash Flow Budgeting & Management• Asset Protection Planning• Charitable Gift Giving Planning• Business Consulting & Succession PlanningINSURANCE & ANNUITIES• Life Insurance• Long Term Care• Disability Insurance• Annuities