TOP 30 Estate wealth transfer planning in Miami, Florida

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The University of Miami Heckerling Institute on Estate Planning is a renowned institution located at 1311 Miller Drive in Coral Gables, Florida, United States. As a part of the university, this institute is dedicated to providing high-quality education and research in the field of estate planning. With a focus on cutting-edge strategies and best practices, the institute offers a wide range of programs and resources to help professionals stay current in this ever-evolving field. Whether you are a seasoned estate planner or just starting out in the industry, the University of Miami Heckerling Institute on Estate Planning is the perfect place to enhance your knowledge and skills.

Levanti Wealth is a prestigious finance institution located at 4929 Southwest 74th Court in Miami, Florida, United States. With a strong focus on wealth management and financial planning, Levanti Wealth offers a wide range of exciting opportunities for individuals and businesses looking to grow and protect their assets. Our team of experienced professionals is dedicated to providing personalized solutions and expert advice to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or protect your assets, Levanti Wealth is here to help you navigate the complexities of the financial world with confidence and peace of mind.

Doug Sharon - RBC Wealth Management Financial Advisor is a premier financial institution located at 801 Brickell Avenue in Miami, Florida. As a trusted financial advisor, Doug Sharon provides expert guidance and personalized wealth management solutions to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, Doug Sharon and his team at RBC Wealth Management are dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind. Contact Doug Sharon - RBC Wealth Management Financial Advisor today to start planning for a secure financial future.

OIG Wealth Management is a premier financial institution located in Miami, Florida. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management services. Whether you are planning for retirement, investing for the future, or looking to protect your assets, we are here to provide expert guidance and support. Visit us at 4130 Poinciana Avenue to learn more about how OIG Wealth Management can help you secure your financial future.

SAAGA Family Wealth is a premier finance institution located at 1221 Brickell Avenue in Miami, Florida. Specializing in managing and growing family wealth, SAAGA provides personalized financial solutions to help families achieve their long-term financial goals. With a team of experienced professionals, SAAGA offers a range of services including investment management, estate planning, and wealth preservation strategies. Trustworthy and dedicated, SAAGA Family Wealth is committed to helping families secure their financial future.

Amida Wealth Advisors is a finance institution located at 218 Northwest 24th Street, Miami, Florida, United States. Our mission is to Transform YOUR VISION OF WEALTH® by helping you pursue financial independence while living the life you desire. We offer personalized strategies to help you achieve your goals, whether you are focusing on sustainability, technology integration, or alternative financial models. Our team of experts can assist you with financial planning, business management, and achieving financial freedom. We specialize in serving financially affluent clients with diverse needs and aspirations. Let us journey with you through the 7 key areas of financial planning to help you realize your true wealth and plan for the future. Our focus is on the fivefold elements of wealth: health, career, finances, relationships, and personal growth. We provide guidance and direction to steer you towards your desired destination. Additionally, we offer a Personal Info Organizer to help you manage your wealth-being by gathering all your important information in one place for emergencies.

Provenance Wealth Advisors is a finance institution located at 200 South Biscayne Boulevard in Miami, Florida, United States. They offer comprehensive financial planning services to protect your family, preserve your assets, and provide you with financial confidence. Their well-designed estate plans ensure that your family, business, and legacy are protected. With a coordinated investment plan tailored to your goals, they help you achieve financial success. They also offer retirement planning with education and hands-on management to ensure a successful future. Provenance Wealth Advisors takes an entrepreneurial approach to solving their clients' financial problems, building deep relationships based on trust and providing a path to their goals. Their professionals offer a comprehensive approach to estate, financial, business, and investment planning, helping clients navigate complex financial environments. Securities are offered through PWA Securities, LLC, and Investment Advisory Services through Provenance Wealth Advisors, LLC, both registered entities with Raymond James & Associates, Inc. Contact their Fort Lauderdale office at 954-712-8888 for more information.

Aspen Wealth Management is a leading financial institution located at 119 Washington Avenue in the vibrant city of Miami Beach, Florida, United States. Our dedicated team of experts provides personalized wealth management services to help clients achieve their financial goals. With a focus on integrity, transparency, and excellence, Aspen Wealth Management is committed to delivering top-tier financial solutions tailored to each client's unique needs. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Aspen Wealth Management is here to guide you every step of the way. Visit us today and experience the difference of working with a trusted partner in finance.

Rodrigo Lopez - TD Wealth Financial Advisor is a leading financial institution located in Miami, Florida. As a trusted advisor, Rodrigo Lopez provides personalized financial services to help clients achieve their financial goals and secure their financial future. With a focus on wealth management, investment planning, and retirement planning, Rodrigo Lopez offers expert guidance and tailored solutions to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Rodrigo Lopez - TD Wealth Financial Advisor is committed to providing top-notch financial advice and exceptional service. Visit us at 7400 Southwest 40th Street to learn more about how we can help you reach your financial goals.

Debra B. Freedman Personal Financial Planning is a reputable financial planning institution located at 8701 Southwest 79th Place in Miami, Florida, United States. With a focus on personalized and comprehensive financial services, our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals. We provide expert guidance on investments, retirement planning, estate planning, and more, tailored to meet each client's unique needs and objectives. Trust Debra B. Freedman Personal Financial Planning to provide you with the guidance and support you need to secure your financial future.

Merrill Lynch Private Wealth Advisor Louis J Chiavacci, located at 355 Alhambra Circle in Coral Gables, Florida, is a leading institution in the finance industry. With a focus on keeping your priorities front and center, Louis Chiavacci and his team provide industry-leading research and expert analysis to help you stay ahead. Recognized on Barron's list of the “Top 1,200 Financial Advisors: State by State” in Florida in 2022, as well as on the “Top 100 Financial Advisors” list in 2021, Louis brings over thirty years of experience in providing wealth management advice to high net-worth families. As a Managing Director and International Private Wealth Advisor at Merrill Private Wealth Management, Louis is dedicated to meeting your specialized needs with relationships based on trust and personalized service. With a background in finance, Louis has also been involved in educating and inspiring future business leaders, serving as a volunteer adjunct professor at the University of Miami Graduate School of Law and working with the Graduate School of Business at Indiana University.

Bridgelane Wealth Management - UBS Financial Services Inc. is a finance institution located at 100 Southeast 2nd Street in Miami, Florida, United States. Specializing in wealth management, they provide a wide range of financial services to help clients achieve their financial goals. With a team of experienced professionals, Bridgelane Wealth Management - UBS Financial Services Inc. offers personalized solutions tailored to each client's unique needs and objectives. Whether you are looking to grow your investments, plan for retirement, or protect your assets, they are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Private Wealth Advisor Richard Harris, located at 200 South Biscayne Boulevard in Miami, Florida, offers industry-leading research and expert analysis to help clients stay ahead in managing their wealth, lifestyle, and legacy. The Rosenfeld Group, part of Merrill Private Wealth Management, provides customized strategies aligned with specific values to meet specialized needs with trust and personalized service. Recognized for exemplary client service, the advisors at Merrill have received accolades from financial industry publications and Bank of America Corporation. They offer strategies designed to help clients achieve their goals using a goals-based wealth management approach. The Rosenfeld Group serves a dynamic and elite clientele with substantial wealth, managing multiple priorities and challenges.

Citi Personal Wealth Management is a finance institution located at 401 West 41st Street in Miami Beach, Florida, United States. Our team of experienced professionals is dedicated to providing personalized wealth management services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we offer a range of investment options and financial planning strategies tailored to your individual needs. Trust Citi Personal Wealth Management to help you navigate the complexities of the financial world and secure a prosperous future.

Platinum Wealth Partners is a premier financial institution located at 1221 Brickell Avenue in Miami, Florida. As a leading provider of financial services, Platinum Wealth Partners offers a wide range of wealth management solutions to help clients achieve their financial goals. Whether you are looking to invest, save, or plan for the future, our team of experienced professionals is dedicated to providing personalized guidance and expertise. Visit us at our convenient location in the heart of Miami to learn more about how Platinum Wealth Partners can help you secure your financial future.

VPHN Wealth Partners - UBS Financial Services Inc. is a leading financial institution located at 100 Southeast 2nd Street in Miami, Florida, United States. Specializing in wealth management, investment planning, and financial advisory services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized solutions and strategic advice, we strive to provide top-notch service and guidance to individuals and businesses seeking to build and protect their wealth. Contact us today to learn more about how we can help you secure a prosperous financial future.

Eric Beira-Casanova - TD Wealth Financial Advisor is a reputable finance institution located at 350 Lincoln Road in Miami Beach, Florida, United States. As a trusted financial advisor, Eric Beira-Casanova provides expert guidance and personalized financial planning services to help clients achieve their financial goals. With a focus on wealth management and investment strategies, Eric Beira-Casanova is dedicated to helping individuals and families build and protect their financial futures. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investment portfolio, Eric Beira-Casanova and his team are committed to providing top-notch financial advice and solutions tailored to your unique needs. Visit Eric Beira-Casanova - TD Wealth Financial Advisor today to start planning for a secure financial future.

Oscar E. Berlanga, P.A. is a law firm located at 11120 North Kendall Drive, Miami, Florida, United States. Specializing in estate planning, their goal is to preserve your assets and ensure the transfer of wealth to your loved ones. With a personalized approach, they will work with you to create a plan that meets your specific needs and goals. The team at Oscar E. Berlanga, P.A. is dedicated to providing clear and understandable legal solutions to help you navigate through any confusing legal matters. By building strong relationships with their clients, they ensure that each individual receives the attention and support they deserve. When it comes to selecting an attorney for your estate planning needs, trust in Oscar E. Berlanga, P.A. to provide you with the guidance and expertise needed to secure your family's future. Visit www.PlanAhead.Law to get started on the path to success today.

Jennifer E. Okcular - Law Offices of Nelson & Nelson PA, located at 2775 Northeast 163rd Street in North Miami Beach, Florida, is a prestigious law firm specializing in estate planning and asset protection for high net worth individuals and private wealth clients. Led by Barry A. Nelson and Jennifer E. Okcular, the attorneys at Nelson & Nelson bring decades of experience and expertise to help clients plan for the peaceful passing of their assets to designated beneficiaries with minimum taxes. Recognized as a "Best Law Firm" by U.S. News & World Report and Best Lawyers®, Nelson & Nelson, P.A. offers personalized, practical, and creative legal advice tailored to each client's unique family situation. Whether clients are businesses, individuals, families, LGBTQ couples, or families with special needs children, the firm provides comprehensive estate planning, tax planning, and asset protection services to help clients reduce taxes, maximize economic security, and minimize risk.

Anders Retirement & Investment Advisors is a finance institution located at 124 East Welbourne Avenue, Winter Park, Florida, United States. Our team is dedicated to providing financial planning services that prioritize your needs and goals. We are committed to working in your best interest, ensuring that your investments are aligned with your financial objectives. At Anders Retirement & Investment Advisors, we have the flexibility to work with any institution or product to find the best fit for you. While other firms may prioritize their own profits or push specific products, we are focused on finding the right solutions for your unique situation.

Cela Advisors is a leading finance institution located in Miami, Florida, United States. Our team of experienced advisors provide expert financial guidance to individuals and businesses, helping them achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Cela Advisors is here to provide personalized solutions tailored to your specific needs. Visit us at 8950 Southwest 74th Court to learn more about how we can help you secure your financial future.

The Norcini Consulting Group - UBS Financial Services Inc. is a prestigious finance institution located at 100 Southeast 2nd Street in Miami, Florida, United States. With a strong reputation for providing top-notch financial services, the institution is known for its expertise in wealth management, investment advisory, and financial planning. Clients can expect personalized and comprehensive financial solutions tailored to their individual needs and goals. The team of experienced professionals at The Norcini Consulting Group - UBS Financial Services Inc. is dedicated to helping clients achieve financial success and security.

Strasbourg Asset Management & Trust, LLC is a reputable finance institution located at 782 Northwest Le Jeune Road in Miami, Florida, United States. With a team of experienced professionals, they offer a wide range of financial services including asset management and trust services. Their dedication to providing personalized solutions and expert advice sets them apart in the industry. Whether you are looking to grow your investments or plan for the future, Strasbourg Asset Management & Trust, LLC is committed to helping you achieve your financial goals.

Campbell Capital Management is a reputable finance institution located at 7301 Southwest 57th Court in Miami, Florida, United States. With a focus on providing expert financial services and investment management, Campbell Capital Management is dedicated to helping clients achieve their financial goals and secure their financial future. The institution prides itself on its personalized approach, tailored to meet the unique needs of each client. With a team of experienced professionals and a commitment to excellence, Campbell Capital Management is a trusted partner for all your financial needs.

Merrill Lynch Financial Advisor Andres Mesa, located at 701 Brickell Avenue in Miami, Florida, offers a wide array of financial and investment services tailored to meet your specific needs. With over 24 years of experience in investment management, Andres provides wealth management and investment planning services to help clients simplify their financial lives and achieve their various goals, including estate planning, tax minimization, wealth transfer, and retirement income strategies. Andres holds a Certified Private Wealth Advisor® designation and a Retirement Manager Advisor® designation from the Investments & Wealth Institute™ (The Institute), and has completed executive studies at the University Of Chicago Booth School Of Management. He believes in building strong relationships with clients based on communication, collaboration, trust, and knowledge, and focuses on providing exceptional care and service. As a Merrill advisor, Andres offers personalized financial strategies that evolve with your changing goals and priorities, ensuring that you stay on track to achieve what matters most to you. With access to the investment insights of Merrill and the lending capabilities of Bank of America, he can help you address virtually every financial challenge you may face. Let Andres Mesa help you navigate the complexities of your financial life and build a customized investment approach to pursue your goals.

THE BEST FINANCIAL ADVISOR LLC is a leading financial advisory firm located at 16748 Northeast 4th Court in North Miami Beach, Florida, United States. Our team of experienced professionals is dedicated to providing personalized financial advice and solutions to help our clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, we are here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Edelman Financial Engines is a prominent finance institution located at 355 Alhambra Circle in Coral Gables, Florida, United States. With a focus on providing comprehensive financial planning and investment management services, Edelman Financial Engines is dedicated to helping individuals and families achieve their financial goals. Their team of experienced advisors offers personalized guidance and expertise to help clients navigate the complexities of the financial world and make informed decisions about their money. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edelman Financial Engines can provide the guidance and support you need to secure your financial future.

The Sawyer Group - Morgan Stanley is a renowned finance institution located at 200 South Biscayne Boulevard in Miami, Florida, United States. With a strong reputation for excellence in financial services, The Sawyer Group - Morgan Stanley offers a wide range of investment and wealth management solutions to its clients. Their team of experienced professionals provides personalized advice and tailored strategies to help individuals and businesses achieve their financial goals. Whether you are looking to grow your assets, plan for retirement, or manage your portfolio, The Sawyer Group - Morgan Stanley is dedicated to providing top-notch service and expertise.

Jack R Rearden is a financial advisor at Ameriprise Financial Services, LLC located at 9150 South Dadeland Boulevard, Miami, Florida, United States. Jack R Rearden holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. Jack R Rearden specializes in providing financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuing education, Jack R Rearden is dedicated to helping clients achieve their financial goals.

Edelman Financial Engines is a leading financial institution located at 1200 South Pine Island Road in Plantation, Florida. Specializing in finance, they offer a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Edelman Financial Engines provides expert advice and personalized solutions to help clients navigate the complex world of finance. Whether you are looking to plan for retirement, invest wisely, or manage your wealth, Edelman Financial Engines is dedicated to helping you secure a prosperous financial future.