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Diversity is our strength

We serve a diverse, international clientele. Our clients include individuals from many racial and ethnic minorities, various religious backgrounds, uncommon family structures, and LGBTQ singles and couples. Unfortunately, the financial industry can be viewed as very traditional and unwelcoming to some individuals. We welcome everyone and approach each relationship with sensitivity and respect.

Support for Solo Agers

We are committed to helping seniors who are living alone maintain their independence and live healthier lives filled with purpose by offering emotional support, assistance with investments and financial decisions, and referrals for residential decisions, legal representation, and caregiving and other healthcare services.

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Empowering LGBTQ Individuals

We are dedicated to educating LGBT individuals and families —and specifically LGBT seniors—about how to address and overcome the unique financial planning challenges they may face.

Advocating for LGBTQ elder inclusion, identifying resources and family support, and overcoming discrimination within senior housing and caregiving is at the heart of our mission.

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Celebrating Diversity

The ability to communicate clearly, having insights into cultural differences, and understanding the goals of all investors are key to successfully serving our clients' financial planning needs.

David Treece is fluent in Spanish and has family ties to Argentina and other Spanish-speaking countries.

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We strive to be an outstanding corporate citizen

We care deeply about the communities we serve. One of our firm's guiding values is to give back to the community in appreciation for the opportunities which it affords us.

Greater Miami Shores Chamber of Commerce

The Greater Miami Shores Chamber of Commerce's mission is to provide leadership for the advancement of the economic vitality, civic affairs, and quality of life of the total community.

Treece Financial Group is a long-time Chamber member and David Treece is a past member of the organization's Board of Directors.

IVY MIA: The Social University

IVY Miami unites rising leaders and introduces them to the most transformative people, ideas, and experiences in the world.

Lambda Living

Lambda Living is a program of Jewish Community Services of South Florida and serves the social, educational and well-being needs of Miami's LGBT 55+ community.

We are proud to partner with Lambda Living to present our "Fearless Financial Planning for LGBTQ Individuals" free seminar series. 

Miami-Dade Gay & Lesbian Chamber of Commerce

The Miami-Dade Gay & Lesbian Chamber of Commerce (MDGLCC) is the largest not-for-profit corporation in the county for gay and lesbian businesses. Its mission is to promote a unified and thriving, gay and gay-friendly, business and professional community throughout Miami-Dade County.

David Treece was the Founder and First President of the MDGLCC and has consistently supported the organization as a corporate member. He received the Chamber’s President’s Award in 2005.

Miami Shores Brockway Memorial Library

We regularly partner with our local library to offer free seminars featuring experts on a variety of financial-related topics.

The Pride Center at Equality Park

The Pride Center at Equality Park in Wilton Manors provides a welcoming, safe space — an inclusive home that celebrates, nurtures and empowers the LGBTQ communities and its' friends and neighbors in South Florida.

David Treece was an inaugural and is a continuing member of the The Pride Center in Wilton Manors Founders Circle.

Our team presents quarterly seminars at the Center to help LGBTQ seniors address and overcome the financial planning challenges they may face as they age.

Prime Gentlemen: Fort Lauderdale

Prime Gentlemen are older gay or bisexual men (and younger men who admire or enjoy the company of mature men). Our members are men who choose to have their social lives enriched by the diverse activities in which our members engage. 

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