Exciting News!

We are excited to announce the opening of our new office in Boca Raton, Florida. This is due to the significant growth of our clientele in South Florida. We anticipate having an “open house” in mid-late April. I look forward to discussing our South Florida growth strategy with you shortly. Adam

PS – We are looking to hire a few new advisors in S. Florida. The ideal candidates have legal, tax or finance backgrounds. Please reach out to me directly.

- Adam

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