Patricia is a CPA, Personal Financial Specialist, Wealth Manager and Investment Advisor. She has been an active member of the Florida Keys business community since 1990. As CEO, every financial decision that Patricia makes is backed by 35 years of experience as a CPA. With an extensive background in estates, trusts, income taxes, investing and business, Patricia is a trained and experienced professional and she possesses an arsenal of knowledge in the building, preserving and management of wealth.
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More Business Info

As Wealth Managers, we work with you, and your professional team, to help you manage a variety of areas concerning your wealth.

Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Extra Phones

Fax: 305-852-3581

Services/Products
WEALTH MANAGEMENT SERVICES-Investment Portfolio Management & Construction&Implementation and Monitoring of Financial, Business & Estate plans&Management. Oversight & Consulting for other assets&Coordination of plans with family and professionals&Special Wealth Management services for Women&Special Wealth Management services for Seniors 401K & RETIREMENT PLANS Consulting and proposals based upon a financial analysis Implementation of retirement plans On-going Management & Supervision of retirement plans Financial Advisory Services for employees with-in a plan FINANCIAL PLANNING SERVICES Retirement Planning Investment Planning & strategies Risk (Insurance) Planning Estate Trusts & Gift Planning Federal & State Income Tax Planning Cash Flow Budgeting & Management Asset Protection Planning Charitable Gift Giving Planning Business Consulting & Succession Planning INSURANCE & ANNUITIES Life Insurance Long Term Care Disability Insurance Annuities
Payment method
check, financing available, travelers checks
Location
We are located at milemarker 91.7 Bayside in lovely Tavernier, Florida Keys
Amenities
Complimentary Financial Consultation
Accreditation

American Institute of Certified Public Accountants

Investment Advisor for Mull Capital Management, LLC

Monroe County Estate Planning Council (founding member and former president)

Registered Representative of Cambridge Investment Research, Inc.

Securities Licenses, Series 6, Series 7, Series 63 Insurance Agent (Florida and other States)

Monroe County Chapter of the FICPA

Personal Financial Specialist (designated by the American Institute of CPAs)

Certified Public Accountant (State of Florida 1974)

Mortgage Broker (Florida license)

Personal Financial Planning Section of the AICPA

Associations
Key Largo Chamber of Commerce, Islamorada Chamber of Commerce
Categories
Bookkeeping, Accountants-Certified Public, Accounting Services, Financial Planning Consultants, Financial Services