Boynton Beach, FL Office

The firm advises individuals, high‑net‑worth clients, business owners, trusts, estates and endowments, providing discretionary portfolio management, financial planning, and recommendations for third‑party advisers and web‑based retirement platforms. It manages roughly $162 million for about 85 clients and maintains a stated $1 million account minimum that may be waived.

Its investment approach is long‑term and fundamentals‑based, emphasizing asset allocation, diversification, and construction of portfolios around a written Investment Policy Statement with regular monitoring. The firm generally operates under discretionary authority and conducts at least annual account reviews performed by the managing member.

Noteworthy for a firm of its size, it functions with a single primary advisor/managing member taking lead responsibility for client reviews and oversight while managing substantial assets — an organizational setup that is less common among peers. The firm also discloses a broad and more sophisticated set of strategies and services than typical small advisers, including margin and options strategies, alternative and private placement investments, direct indexing, hedged/option‑based ETFs, securities‑backed lines of credit, and the use of AI tools for meeting recordings.