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Office Information
Ft. Lauderdale
515 E. Las Olas Boulevard
Fifteenth and Sixteenth Floors
Ft. Lauderdale, Florida 33301-4267
954-712-8888 Phone | 954-712-8900 Fax
Miami
200 S. Biscayne Boulevard
Seventh and Eighth Floors
Miami, Florida 33131-5351
305.379.8888 Phone | 305.960.1243 Fax
Boca Raton
5100 Town Center Circle
Suite 450
Boca Raton, Florida 33486-1026
561-361-2001 Phone |561-361-2005 Fax
West Palm Beach
Phillips Point
777 S. Flagler Drive, Suite 225
West Palm Beach, Florida 33401-6102
561.361.2051 Phone | 561.361.2005 Fax
Mason, Ohio
8571 Mason-Montgomery Road
Suite 38
Mason, Ohio 45040-9317
513-898-3975 Phone | 513-898-3939 Fax
Sarasota
1990 Main Street, Suite 750
Sarasota, FL 34236
941-308-1120 Phone
New York City
750 Lexington Ave.
New York, New York 10022
646-213-7601 Phone | 646-213-7806 Fax
Our advisors develop deep relationships with clients. We take an entrepreneurial approach to solving their problems. This is why many clients have grown up with our firm. We believe that they see us as a trusted team of advisors who provides a sounding board, creative engine and path-clearer to their goals.
