John Bussel, Principal and Chief Investment Officer with over 26 years of experience— I help my clients navigate their financial situation through comprehensive planning and have a special interest in family wealth management.  Understanding the wishes and needs of each family member while leveraging the benefits of collective investment planning is an extension of my dedication to all clients. I earned my BA in History and Spanish from Duke University in 1991, and I am actively involved in my community as Vice Chairman of the Barry University Board of Trustees in Miami Shores, Director and Executive Committee member of the Greater Miami Jewish Federation, and President of the American Jewish Committee Miami Chapter.  Learn more about John Bussel here...

Things to know:  

• Complimentary consultation at the beginning of the process. 
• We meet with clients on their terms - in the office or online. 
• Our goal is to build long-term relationships with our clients by providing proactive, smart, and flexible services  
• Each client is supported by a primary advisor and our client service team, so your day-to-day service issues can be handled with ease.  
• We are 100% employee-owned (by 11 principals), with no outside investors or private equity. 
• We seek to create a "one-stop-shop" experience, coordinating with your other professional advisors.  
• The services we provide are most beneficial to clients with more complex financial needs; our minimum client size is $1 million in assets managed.