Surround Yourself With Experienced, Trustworthy Professionals Who Care

Dave Wisehaupt, AIF^®, CVB

Managing Director, Chief Investment Strategist and Partner

Stella Bray, AIF®, CDFA®

Managing Director, Portfolio Manager and Partner

Matthew Wisehaupt, CFP^®, CIMA^®, AIF^®

Wealth Advisor, Private Liquidity Advisor

Klinbert Garcia

Client Service Associate

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Suite 180
Palm Beach Gardens, FL 33410

Office: (561) 227-5080
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Toll free: (888) 796-8884

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