

Sarasota Office
1605 Main Street, Suite 1110
Sarasota, Florida 34236
1-800-725-6511 • 941-951-0443
• Fax: 941-951-6307
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Longwood Office
407 Wekiva Springs Rd, Suite 247
Longwood, Florida 32779
1-800-749-9499 • 407-660-0330
• Fax: 407-660-0588
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We
are a wealth management and estate planning firm specializing in estate
and trust planning, income tax planning, philanthropy and asset management.