wiseradvisor

Justin Shure, MSF, CFP®
Endeavor Strategic Wealth, LLC

Tel: (305) 744-5233
18851 NE 29th Avenue
Suite 700
Aventura, FL 33180

We are an independent fee-only firm.

Endeavor Strategic Wealth, LLC | Financial Advisor in Aventura ,FL

About Endeavor Strategic Wealth, LLC

At Endeavor Strategic Wealth, we combine thorough financial planning with customized investing to help you identify and achieve your most important life goals. Our detailed planning process allows us to completely understand each client's personal and financial situation, objectives, comfort level with risk and time horizon for achieving goals. This understanding allows us to create customized investment portfolios, help minimize tax liabilities inside and outside of client portfolios, and advise clients on estate planning with the assistance of our expert partners.


General Information

Firm Start Year:   2009
Name of Custodial Firm:   Fidelity
I work with the following types of clients:   Investment Clubs, Individual Investors, Non-Profit Organizations, Businesses


Services

Investment Types:   Exchange Traded Funds (ETFs), Options & Futures, Bonds, Mutual Funds, Stocks, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Video Conference, Via phone, At my office


Qualifications & Memberships

Insurance and Annuity Licenses:   Health, Variable Annuity, Life


Firm Information

Assets Managed by Firm:   $450,000,000


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee Only
Minimum Portfolio Size for New Managed Accounts:   100000
Compensation Methods:   Based on Assets, Flat Fee


Education

Master of Science - Finance  Florida International University - Miami, FL
2009-2009

Bachelor of Science - Accounting  Florida State University - Tallahassee, FL
1999-2003



Faqs

  • What are your qualifications? What is your education background? I have over 15 years of experience at some of the industry's largest brokerage and wealth management firms. I spent 11 years with Charles Schwab advising high net worth, and ultra-high net worth clients with total assets in excess of $500 Million. I have a Bachelor of Science in Accounting from Florida State University and a Master of Science in Finance (MSF) from Florida International University. I also hold the CERTIFIED FINANCIAL PLANNER" designation, and I am an active member of the Financial Planning Association.
  • Have you ever been charged with any breaches? No.
  • What services do you provide? What are your specialties? Financial Planning, retirement planning, investment management, estate planning, tax planning, charitable giving.
  • What financial institution(s) do you represent? Investment advisory services offered by Endeavor Strategic Wealth, LLC, a doing business as name (d/b/a) for Bay Colony Advisors, a registered investment advisor.
  • How do you charge for your services? A fee as a percentage of assets, and a flat fee for Financial Planning services.
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Disclaimer

Investment advisory services offered by Endeavor Strategic Wealth, LLC, a doing business as name (d/b/a) for Bay Colony Advisors, a registered investment advisor. Endeavor Strategic Wealth, LLC is not a registered investment advisor. No Advice may be rendered by Endeavor Strategic Wealth, LLC unless a client service agreement is in place. Bay Colony Advisors does not provide accounting, tax, or legal advice. Bay Colony Advisors is not affiliated with and is independent of Endeavor Strategic Wealth, LLC. Principal Office: 86 Baker Avenue Extension, Suite 310, Concord, MA 01742. Phone: 978-369- 7200.

Justin Shure, MSF, CFP®

Justin Shure, MSF, CFP®

CFP®

Justin Shure is the Founder, and Wealth Advisor at Endeavor Strategic Wealth, LLC. He has an extensive background in comprehensive wealth management with particular depth in multi-generational planning. He is focused on delivering sound financial solutions and maintaining strong personal relationships with his clients. Justin specializes in managing high-net-worth relationships grounded in comprehensive financial planning. Justin has 15 years of experience at some of the industry's largest brokerage and wealth management firms. He spent 11 years with Charles Schwab advising high net worth, and ultra-high net worth clients with total assets in excess of $500 Million. Justin earned a Bachelor of Science in Accounting from Florida State University and a Master of Science in Finance (MSF) from Florida International University. He also holds the CERTIFIED FINANCIAL PLANNER" designation. In his spare time, Justin loves spending time outdoors with his wife Michelle, and their 2 young boys. He enjoys fishing, playing golf, and is a long time Miami Dolphins fan.

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My Services

Financial Planning for Businesses

We work with business owners who seek both guidance through a liquidity event and a partner in managing their wealth.


Portfolio Management

We construct investment portfolios with a mix of equities, bonds, and other investments based on the clients risk tolerance, time horizon, and investment objectives. Portfolios are tailored to meet the goals of each individual client.


Retirement Planning

We provide full service retirement planning solutions, coordinating all facets of the financial planning process to include wealth management and legacy planning to families and business owners. We help individuals and business owners effectively manage their wealth, maintain their lifestyle during retirement, and leave a lasting legacy for their family and community.


Communities Served

Greater Miami & Ft. Lauderdale Area

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