Working toward your goals It starts with a strategic plan

Frank & Levy Wealth Management Group


800-327-8218 ext. 6336




401 East Las Olas Blvd
Suite 2300, Las Olas Centre
Ft. Lauderdale, FL 33301

Trusted advice for your financial future
Planning for the future in a volatile economic environment is a complex challenge, and uncertainty about what lies ahead raises many questions. We take the concerns you have today and turn them into a long-term financial plan to give you confidence in tomorrow.

Using our investment insight and understanding of the complexities of wealth planning, we follow a disciplined approach grounded in long-term investment strategies to help provide reassurance in securing lasting financial success.

We understand your goal of reaching a position of financial independence. Our goal is to help you stay there. Guided by the basic premise of preserving your wealth, we take on the responsibilities of protecting and managing your assets by focusing on sustainable, measured growth to help you enjoy the life you've earned.


Get a clearer view of your wealth. With My Total Picture, a feature of UBS Online Services, you’ll be able to see your financial information all at the same time.
Investor optimism is up, a new presidential administration is in place and the Dow has passed 20,000. What can investors expect moving forward, and how should you position your portfolio? (Filmed on January 30, 2017).

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