TOP 30 High net worth individuals in Miami, Florida
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MassMutual Miami
MassMutual Miami, located at 1221 Brickell Avenue in Miami, Florida, is a leading finance and insurance agency known for being the most innovative, collaborative, and trusted financial solutions firm in the nation. As part of the Coastal Wealth family, they prioritize integrity, transparency, and ethical conduct, offering a wide range of services tailored to meet the evolving needs of their clients. Their dedicated team of associates, revered for their unmatched expertise, is committed to guiding clients through a personalized financial journey aligned with their aspirations. From comprehensive financial planning to strategic tax planning and beyond, Coastal Wealth goes above and beyond to ensure the financial well-being of their clients and their families.
Graystone Consulting – Miami, FL - Morgan Stanley
Graystone Consulting in Miami, FL is a branch of Morgan Stanley, a renowned financial institution offering a wide range of wealth management services. Located at 200 South Biscayne Boulevard in Miami, Florida, Graystone Consulting provides personalized financial solutions to high-net-worth individuals, families, and institutions. With a team of experienced financial advisors and access to Morgan Stanley's global resources, clients can expect expert advice and tailored investment strategies to help them achieve their financial goals. Whether you are looking for retirement planning, estate planning, or investment management, Graystone Consulting in Miami is dedicated to providing top-notch financial services to meet your needs.
Grand Bay Investments - Investment Firm in Miami
Grand Bay Investments is a premier investment firm located in the vibrant city of Miami, Florida. Our team of experienced financial experts is dedicated to helping clients achieve their investment goals and secure their financial futures. We offer a wide range of investment services, including wealth management, retirement planning, and portfolio diversification. Our institution is committed to providing personalized guidance and tailored solutions to meet the unique needs of each client. Visit us at 12360 Northwest South River Drive to learn more about how Grand Bay Investments can help you grow and protect your wealth.
Miami, FL Private Wealth Management - UBS Financial Services Inc.
Miami, FL Private Wealth Management - UBS Financial Services Inc. is a prestigious finance institution located at 100 Southeast 2nd Street in the vibrant city of Miami, Florida. With a focus on providing tailored wealth management solutions for high-net-worth individuals, UBS Financial Services Inc. offers a wide range of financial services including investment management, estate planning, retirement planning, and more. Their team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Miami, FL Private Wealth Management - UBS Financial Services Inc. is committed to providing personalized and comprehensive financial advice to meet your needs.
Monica Ziegler, LMHC
Monica Ziegler, LMHC is a mental health counseling institution located at 1450 Madruga Avenue in Coral Gables, Florida, United States. Specializing in issues such as anxiety, depression, relationship problems, and trauma, Monica Ziegler offers therapy services for adults, children, and adolescents. With a focus on self-esteem, coping skills, attention deficit, addiction, and more, Monica Ziegler is dedicated to helping individuals improve their mental well-being. With extensive experience working with celebrities and ultra-high-net-worth individuals, Monica Ziegler understands the importance of discretion in therapy sessions. Her office is conveniently located within walking distance from the University of Miami, making it accessible for students seeking counseling services. Offering a reduced fee for college students, Monica Ziegler aims to provide affordable therapy options for those in need.
Richard A. Schurr, P. A.
Richard A. Schurr, P.A. is a law firm located at 100 Almeria Avenue in Coral Gables, Florida, United States. Specializing in family and business law, our experienced lawyers provide individualized and client-centered representation for both simple and complex cases. Whether you need an aggressive attorney for high-conflict situations or a sensitive touch for more amicable cases, our team is here to help. We handle cases in counties throughout Florida, including Miami-Dade, Broward, Palm Beach, Monroe, and Collier Counties. Our firm is well-equipped to handle divorces involving business ownership, with a focus on determining the value of marital assets and navigating business valuations. We offer strategic planning techniques for business owners and their spouses to ensure a fair valuation process. Richard A. Schurr, our principal attorney, has a background in business, finance, taxation, and forensic accounting, making him uniquely qualified to address marital business interests.
Gladstone, Weissman, Hirschberg & Schneider, P.A.
Gladstone, Weissman, Hirschberg & Schneider, P.A. is a renowned law firm located at 101 North Federal Highway in Boca Raton, Florida, United States. Our team of board-certified attorneys have earned outstanding reputations in the legal field and are highly respected by their peers. Specializing in complex divorce and family law cases, we serve families in Broward, Miami-Dade, and Palm Beach Counties. Founded by two of the state's most respected legal professionals, our firm brings extensive knowledge and unparalleled skills to each case we handle. We provide robust legal support to a diverse array of clients, including high-net-worth individuals such as entrepreneurs, physicians, business owners, executives, lawyers, professional athletes, and celebrities. Our discreet services cover a full range of marital and family law matters, including complex divorce litigation, property division, parental rights, prenuptial agreements, and more.
The Hachar Law Group
The Hachar Law Group, located at 7900 Oak Lane in Miami Lakes, Florida, is a reputable institution specializing in various legal services. Our Entertainment Law team excels in building relationships, developing strategies, and utilizing their expertise to serve clients in a variety of capacities. The immigration team brings years of experience to assist clients through the immigration process. The focus in litigation is on contractual, business, and entertainment-related disputes, approached with a strategic mindset. We value each client as an individual with unique needs and situations, providing personalized attention. The Estate & Probate department caters to celebrities, high net worth individuals, and those looking to preserve their legacy. Our team of professionals is dedicated to offering advice to help clients advance their careers. With a win-win mentality, we aim to help clients succeed while providing the best possible outcomes.
Barry A. Nelson - Law Offices of Nelson & Nelson PA
Barry A. Nelson - Law Offices of Nelson & Nelson, P.A. is a prestigious law firm located at 2775 Northeast 163rd Street in North Miami Beach, Florida. Led by Barry A. Nelson and Jennifer E. Okcular, the firm specializes in providing estate planning and asset protection legal services for high net worth and private wealth clients. With decades of experience, the attorneys at Nelson & Nelson offer personalized and creative legal advice to help clients plan for the future and ensure 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. is known for its professional excellence in Tax Law and Trusts and Estates Law. The firm takes a team approach towards estate planning and tax planning, offering a wide range of legal services including wills and trusts, asset protection, trust and estate administration, probate administration, and corporate, partnership, LLC, and family business planning.
Cassandra S. Nelson - Nelson & Nelson PA
Located at 2775 Northeast 163rd Street in North Miami Beach, Florida, Cassandra S. Nelson - Nelson & Nelson PA is a trusted institution specializing in estate planning and asset protection legal services for high net worth and private wealth clients. Led by Barry A. Nelson and Jennifer E. Okcular, the attorneys at Nelson & Nelson bring decades of experience and insight 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 or same-sex couples, or families with special needs children, the attorneys at Nelson & Nelson provide comprehensive estate planning, tax planning, and asset protection planning services to help reduce taxes, maximize economic security, and minimize risk.
Jennifer E. Okcular - Law Offices of Nelson & Nelson PA
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.
Fraser Immigration Law PLLC
Fraser Immigration Law PLLC is a top-rated U.S. Immigration Law Firm located in Miami Beach, Florida. Specializing in Employment-Based Visas and Green Card applications for elite professionals such as Entrepreneurs, Investors, Professional Athletes, Researchers, and Scientists, the firm offers strategic immigration representation and superior service to individuals and corporations across the United States and internationally. Founder Shaune D. Fraser, J.D., Attorney at Law, has been recognized by Super Lawyers and has successfully represented a diverse client base, including Olympic and World Championship medalists, high net worth individuals, and entrepreneurs. With expertise in extraordinary ability visa categories, Fraser Immigration Law PLLC assists clients with complex immigration challenges worldwide. Contact them at 1000 5th Street, Miami Beach, FL 33139 or visit their website for more information.
Neil Jesani Advisors
Neil Jesani Advisors is a finance institution located at 1300 Sawgrass Corporate Parkway in Sunrise, Florida, United States. The institution specializes in helping high-income individuals, professionals, and businesses reduce their tax burden through IRS-approved strategies. Services offered include personal, business, and trust tax preparation and compliance, advanced tax reduction strategies, proactive tax planning, tax audit defense by experienced attorneys, retirement income planning, life insurance and estate planning strategies, investment strategies, trusts and charitable foundations management, and business growth and exit planning. If you are a successful business owner, professional, or high-earning salaried individual looking to reduce your taxes, Neil Jesani Advisors can help. The institution's team of senior tax attorneys and experienced CPAs, including Rich Hofmann, T.L. Turnipseed, Neil Jesani, Leslie Borgia, and Dan Ruggiero, are available for a free consultation to discuss your specific tax situation and develop a personalized tax strategy.
Heirloom Legacy Financial
Heirloom Legacy Financial is a prestigious finance institution located at 6303 Waterford District Drive in Miami, Florida, United States. With a reputation for excellence and a commitment to providing top-notch financial services, Heirloom Legacy Financial is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, our team of experienced professionals is here to guide you every step of the way. Trust Heirloom Legacy Financial to be your partner in building a secure financial future.
Mark E Marandino - Private Wealth Advisor, Ameriprise Financial Services, LLC
Mark E Marandino - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 9150 South Dadeland Boulevard in Miami, Florida, United States. The institution offers a range of certifications and designations for their advisors, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a variety of financial planning topics, ensuring that advisors are well-equipped to assist clients with their wealth management needs. The institution is dedicated to providing high-quality financial services to individuals, retirees, small business owners, and high net worth clients, with a focus on ethical practices and comprehensive knowledge in asset management, investment strategies, estate planning, and more.
Grosborogh Financial Group
Grosborough Financial Group is a leading finance institution located at 333 Southeast 2nd Avenue in Miami, Florida, United States. We are dedicated to providing top-notch financial services to our clients, including investment management, financial planning, and wealth management. Our team of experienced professionals is committed to helping individuals and businesses achieve their financial goals and secure their financial future. Contact us today to learn more about how Grosborough Financial Group can help you reach your financial goals.
America's Advisory Group
America's Advisory Group is a leading finance institution located at 777 Brickell Avenue in the vibrant city of Miami, Florida. Our team of expert advisors offers a wide range of financial services to help clients achieve their goals and secure their financial future. With a commitment to excellence and personalized service, we strive to provide innovative solutions and strategies tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or manage your wealth, America's Advisory Group is here to help you every step of the way. Contact us today to schedule a consultation and take the first step towards financial success.
GROVE WEALTH MANAGEMENT, INC
Grove Wealth Management, Inc. is a premier financial institution located at 175 Southwest 7th Street in Miami, Florida, United States. Specializing in wealth management services, our experienced team of professionals is dedicated to helping clients achieve their financial goals and secure their financial futures. With a focus on personalized strategies and exceptional customer service, Grove Wealth Management is committed to providing top-tier financial guidance and support to individuals and businesses alike. Contact us today to learn more about how we can help you reach your financial objectives.
Morgan Stanley Private Wealth Advisors
Morgan Stanley Private Wealth Advisors is a prestigious finance institution located at 200 South Biscayne Boulevard in Miami, Florida, United States. With a focus on providing personalized wealth management services to high-net-worth individuals, families, and organizations, their team of experienced advisors offers tailored investment strategies, financial planning, and comprehensive wealth management solutions. Clients can expect a high level of expertise, discretion, and personalized service to help them achieve their financial goals and secure their financial future.
Coral Wealth Management
Coral Wealth Management is a premier financial institution located at 20801 Biscayne Boulevard in Miami, Florida, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Coral Wealth Management is here to provide expert guidance and support. Contact us today to schedule a consultation and start building a secure financial future.
Prime Wealth Development
Prime Wealth Development is a leading finance institution located at 701 Brickell Avenue in the vibrant city of Miami, Florida. Our team of experienced financial experts are dedicated to helping our clients achieve their financial goals and secure their wealth for the future. Whether you are looking to invest, save for retirement, or plan for your children's education, we offer personalized solutions and expert guidance to help you build and protect your wealth. Trust Prime Wealth Development to be your partner in financial success.
Rehmann
Rehmann is a prestigious finance institution located at 1395 Brickell Avenue in Miami, Florida, United States. With a strong reputation for excellence in financial services, Rehmann offers a wide range of financial solutions to individuals and businesses. Their team of experienced professionals is dedicated to providing personalized and innovative financial strategies to help clients achieve their goals. Whether you are looking for investment advice, tax planning, or wealth management services, Rehmann is committed to helping you navigate the complexities of the financial world with confidence. Visit their office in Miami to learn more about how Rehmann can help you secure your financial future.
Passion Investor
Passion Investor is a finance institution located at 117 Northeast 1st Avenue in Miami, Florida, United States. As a leading investment firm, Passion Investor specializes in helping individuals and businesses grow their wealth through strategic investment opportunities. With a team of experienced professionals, we offer personalized financial advice and tailored investment solutions to meet our clients' unique needs and goals. Whether you are a seasoned investor or new to the world of finance, Passion Investor is committed to helping you achieve financial success and secure your future. Contact us today to learn more about how we can help you make the most of your investments.
The Sawyer Group - Morgan Stanley
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.
Integra Group - Morgan Stanley
Integra Group - Morgan Stanley is a prestigious finance institution located at 200 South Biscayne Boulevard in Miami, Florida, United States. As a part of the renowned Morgan Stanley network, Integra Group offers a wide range of financial services to individuals, businesses, and institutions. With a team of experienced professionals, they provide expert advice and guidance in areas such as wealth management, investment banking, and asset management. Clients can trust Integra Group - Morgan Stanley to help them achieve their financial goals and secure their financial future.
Private Wealth Management | U.S. Bank
Private Wealth Management at U.S. Bank in Coral Gables, Florida, is dedicated to helping individuals and families achieve their financial goals. Our experienced team works with clients from diverse backgrounds, including retirees, business owners, and corporate executives. We provide personalized advice and guidance to help you create the life and legacy you desire. Our commitment to the community is reflected in our philanthropic efforts and volunteer work. Contact our Private Wealth Advisor to learn more about our financial strategies and services. Please note that insurance products are offered through our affiliate, U.S. Bancorp Investments. Visit our website for more information on our offerings and privacy policies.
The LaGorce Group - Morgan Stanley
The LaGorce Group at Morgan Stanley is a premier financial institution located in Miami Beach, Florida. With a focus on providing top-notch financial services and investment advice, our team of professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, we are here to provide personalized solutions tailored to your unique needs. Visit us at 1691 Michigan Avenue to learn more about how The LaGorce Group can help you secure a prosperous financial future.
Foundation Wealth Capital LLC
Foundation Wealth Capital LLC is a leading finance institution located at 555 Washington Avenue in Miami Beach, Florida, United States. We specialize in providing comprehensive wealth management services to our clients, helping them achieve their financial goals and secure their financial future. Our team of experienced professionals is dedicated to providing personalized solutions and expert advice to help our clients make informed decisions about their investments. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Foundation Wealth Capital LLC is here to help you every step of the way. Contact us today to schedule a consultation and see how we can help you reach your financial goals.
Raymond James
Raymond James is a prestigious finance institution located at 1680 Michigan Avenue in Miami Beach, Florida. With a strong presence in the United States, Raymond James offers a wide range of financial services including investment banking, wealth management, and asset management. Known for their expertise and personalized approach to financial planning, Raymond James is dedicated to helping clients achieve their financial goals. With a commitment to excellence and a reputation for integrity, Raymond James is a trusted partner for individuals and businesses seeking expert financial advice.
Blue Chip Wealth Management
Blue Chip Wealth Management is a premier financial institution located at 1691 Michigan Avenue in the vibrant city of Miami Beach, Florida, United States. As a leading player in the finance industry, we offer comprehensive wealth management services to help our clients achieve their financial goals and secure their financial future. Our team of experienced professionals is dedicated to providing personalized financial solutions tailored to each client's unique needs. With a focus on blue-chip investments and strategic financial planning, we strive to deliver exceptional results and unparalleled service to our valued clients. Trust Blue Chip Wealth Management to guide you towards a brighter financial future.
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