M&A Wealth

M&A Wealth is a fiduciary financial advising firm serving Florida. Our financial advisors in Brickell Miami and surrounding areas are experienced and friendly with one goal in mind, to help you. Whether you are trying to invest in a company, prepare for retirement, save for your child’s college or set-up an estate, our advisors will guide you in the right direction. Our clients interest is the only interest we serve.

 

We focus on providing institutional strategies for the everyday investor.  Our Main focus is Asset Management and using volatility in the markets to generate income. We offer a wide financial planning services such as retirement planning, portfolio management, wealth management, life insurance and corporate finance.

 

Specialties
financial planner, financial advisor, retirement planning, portfolio management, wealth management, life insurance, 401k, ira, roth ira, investment advisor, investment planning, hedge fund, private equity, stocks, mutual funds, bonds, options, trading, cash flow, debt management, student loans, corporate finance, financial adviser, business finance, personal finance, and reit