1650 Wealth Management is an independent, private wealth management firm located in Miami and Fort Lauderdale, Florida. We take pride in creating and implementing custom, comprehensive and sophisticated investment management strategies, designed to grow and protect your wealth, while employing tax minimization strategies.
Our fee-only, independent wealth management advisors posses over 40 years combined investment management expertise providing credentialed, objective and transparent investment counsel, with a fiduciary duty. We serve high net worth individuals, families, professionals, business owners, executives, retirees, foundations and endowments, providing exceptional, comprehensive, personalized service. We are dedicated to building long-term relationships with our clients.
As an independent, private wealth management firm, our clients financial needs come first. We work for you on a fee-only basis. We do not sell products, nor are we compensated by sales commissions. We receive no financial incentives to utilize one investment vehicle over another, unlike larger institutions. We are committed to your success.
Being a Registered Investment Advisor (RIA firm), we are held to a higher fiduciary standard than a brokerage firm. We are required by law to act in the best interest of our clients at all times and we put the interests of our clients ahead of our own. This provides our clients with confidence that our investment strategies and services are objective, transparent and free from conflicts of interest.
You have many choices when seeking financial advisors Miami and Fort Lauderdale. We welcome you to meet with our experienced wealth management advisors and invite you to schedule a 60 minute complimentary consultation to discuss your financial objectives. Call or email us today to schedule your no-obligation consultation. We look forward to meeting with you.