Broker Check

Client Spotlight

One of the greatest joys of working with our clients is hearing their fascinating stories! Learning details from a client's life journey—from past experience lessons learned  to future dreams—not only assists with more personalized financial planning, but gives us a more holistic picture of a person's motivations, wishes, and values. A bonus is that we often learn something new about a profession or hobby beyond our personal scope of experience. We're happy to share stories with you from some of our most distinctive clients — have fun learning something new!

Art Visionary Bernice Steinbaum

Learn more

Around the World with Anush Dawidjan

Learn more

Jim Morrison's Art Illuminates from Miami Beach to Midtown

Learn more

Michael Vita: Stories of Songs, Stars & Service

Learn more

Ilisa Rosal: A Passion for Flamenco

Learn more

Magic City Ambassador George Neary

Learn more

Beth Barteletti Guides Student Quests to Higher Learning

Learn more

Building Your Legacy

Learn More

A Bucket Plan to Go with Your Bucket List

Learn More

Who is your typical client?

You—in fact, because every client is unique. We specialize in retirement planning and most of our clients are saving for retirement, close to retiring, or already in retirement. We have many married couples or couples who are in a domestic partnership. We also have many clients who are single, including many who are older and alone, and we pride ourselves in being able to offer high levels of service to these clients. We have a strong relationship with the LGBT community in South Florida. Our clients come from more than 20 different countries and a wide variety of backgrounds. David Treece is fluent in Spanish.

More Q&A