Experience Makes all the difference
We assist a select group of families in preserving and managing their wealth. Our Wealth Planning Analyst will work with you to develop a customized plan to help secure financial success for your generation and beyond. We take a proactive approach to asset management to mitigate risk and seek out opportunities to grow wealth. We frequently communicate with our clients to update them on market conditions, the economy, and the impact it has on their portfolio. .
Jeffrey S. Pupo, CMFC®, CRPS®
Senior Vice President - Wealth Management
Senior Portfolio Manager
Chartered Retirement Plans Specialist (CRPS®)
Chartered Mutual Fund Counselor (CMFC)
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561-367-1840
Kenneth Eisenberg
Senior Vice President - Wealth Management
Financial Advisor
Senior Portfolio Manager
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561-367-1824