As the Capital Architect and leader of GFO, Jimmy is dedicated to eliminating the Chaos of Complex Wealth for entrepreneurs and investors. After two decades spent mastering the structure of complex capital across institutions like Merrill Lynch and Morgan Stanley, Jimmy developed a singular focus: replacing fragmented advice with integrated, structural certainty. Today, he uses the proprietary Perpetual Capital Framework (PCF)a system designed to deliver Definitive Clarity and ensure client success translates into guaranteed Generational Continuity.
A lifelong Miamian, his commitment to building lasting excellence in the local community continues alongside his wife, Diane, through their involvement with The Golden Canes Society at the University of Miami.
GFO is a specialized private wealth management firm serving successful investors and entrepreneurs. Operating with the tone of a Capital Architect, we prioritize precision, efficiency, and measurable outcomes. We end the chaos of complex wealth by implementing the proprietary Perpetual Capital Framework (PCF). Our purpose is clear: to strategically integrate all capital components and design generational continuity, ensuring your vision translates into a lasting, integrated family legacy.
General Information |
| Firm Start Year: | 2025 | |
| No. of Employees: | 2-4 | |
| Name of Custodial Firm: | Fidelity Investments & Altruist |
| Number of Years with Current Firm: | 10 |
| Work with the following types of clients: | Non-Profit Organizations, Individual Investors, Businesses, Investment Clubs |
| Advisory Services Provided: | Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Tax Advice and Services, Financial Planning for Businesses |
Services |
| Investment Types: | Bonds, Alternative Investments, Annuities, Insurance, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Options & Futures, Mutual Funds, Stocks |
| Can meet clients in the following ways: | Email, Your Office, Phone, Video Conference, Your Home, Our Office |
Firm Information |
| Firm's Number of Clients: | 100 |
| Firm's Number of Planning Clients: | 10 |
| Firm's Number of Managed Clients: | 100 |
| Assets Managed by Firm: | 100 mil+ |
| Advisor's Number of Clients: | 100 |
| Advisor's Number of Planning Clients: | 10 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | 1,000,000 |
| Compensation Methods: | Based on Assets, Flat Fee |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures https://wiseradvisor.com/disclosure/1886766/wiseradvisor-gfo-detailed-disclosure.html |
Disclaimer |
| Investment Advice is offered through Belpointe Asset Management, LLC 500 Damonte Ranch Parkway, Building 700, Unit 700, Reno, NV 89521. Insurance products are offered through a variety of licensed carriers. Additional information about Belpointe Asset Management is available on the SECs website at www.adviserinfo.sec.gov. It is important to read our disclosures available at this link https://belpointeasset.com/disclosure/ |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
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
| Mon. | 9:00 AM - 5:00 PM |
| Tue. | 9:00 AM - 5:00 PM |
| Wed. | 9:00 AM - 5:00 PM |
| Thu. | 9:00 AM - 5:00 PM |
| Fri. | 9:00 AM - 5:00 PM |
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